+48.7%
MAR vs IONS
-59.8%
+108.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.1% | +11.7% | +2.9% |
| 7D | +2.9% | -30.3% | +33.1% | +4.0% |
| 30D | +17.0% | -37.7% | +54.8% | +19.0% |
| 3M | +23.2% | -50.5% | +73.6% | +26.5% |
| 6M | +21.7% | -62.8% | +84.5% | +26.7% |
| YTD | +38.9% | -64.4% | +103.2% | +43.4% |
| 1Y | +48.7% | -59.5% | +108.1% | +45.0% |
| All | +48.7% | -59.8% | +108.4% | +45.0% |
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