+57.4%
MAR vs IONS
-44.5%
+101.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.1% |
| 7D | +7.7% | -10.6% | +18.3% | +8.3% |
| 30D | +19.4% | -7.7% | +27.1% | +19.8% |
| 3M | +23.3% | -27.1% | +50.4% | +25.2% |
| 6M | +22.8% | -46.8% | +69.6% | +26.8% |
| YTD | +37.8% | -49.2% | +87.0% | +41.6% |
| 1Y | +57.4% | -44.9% | +102.3% | +57.9% |
| All | +57.4% | -44.5% | +101.9% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling