+48.3%
MAR vs IONS
-59.1%
+107.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | +1.0% | -29.4% | +30.5% | +2.1% |
| 30D | +16.2% | -35.1% | +51.3% | +17.9% |
| 3M | +23.1% | -48.9% | +71.9% | +26.2% |
| 6M | +22.0% | -62.4% | +84.4% | +26.7% |
| YTD | +39.2% | -64.2% | +103.4% | +43.5% |
| 1Y | +48.3% | -60.9% | +109.2% | +46.6% |
| All | +48.3% | -59.1% | +107.4% | +46.6% |
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