+92.3%
MA vs IONS
+17.1%
+75.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | +2.3% | -9.4% | +11.7% | +3.3% |
| 30D | +14.7% | -10.7% | +25.4% | +15.9% |
| 3M | +13.5% | -27.7% | +41.2% | +17.1% |
| 6M | +33.1% | -48.7% | +81.8% | +41.7% |
| YTD | +15.1% | -50.2% | +65.2% | +22.7% |
| 1Y | +18.7% | -46.8% | +65.5% | +25.5% |
| 3Y | +72.1% | -14.8% | +86.9% | +66.0% |
| All | +92.3% | +17.1% | +75.2% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling