+13,824.2%
MA vs IONS
+741.9%
+13,082.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -2.7% | -4.8% | +2.1% | -1.9% |
| 30D | +1.5% | +7.2% | -5.7% | +0.2% |
| 3M | +20.4% | -22.7% | +43.1% | +24.5% |
| 6M | +11.1% | -26.9% | +38.0% | +15.9% |
| YTD | +2.0% | -26.6% | +28.5% | +6.1% |
| 1Y | -2.2% | -2.1% | 0.0% | -3.5% |
| 3Y | +41.9% | +43.4% | -1.5% | +25.4% |
| 5Y | +75.4% | +47.0% | +28.4% | +50.1% |
| 10Y | +527.5% | +97.2% | +430.4% | +374.0% |
| All | +13,824.2% | +741.9% | +13,082.3% | +5,693.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling