+3,207.6%
MAR vs IONS
+86.4%
+3,121.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.1% | +11.7% | +3.8% |
| 7D | +2.9% | -30.3% | +33.1% | +6.9% |
| 30D | +17.0% | -37.7% | +54.8% | +23.3% |
| 3M | +23.2% | -50.5% | +73.6% | +33.1% |
| 6M | +21.7% | -62.8% | +84.5% | +35.2% |
| YTD | +38.9% | -64.4% | +103.2% | +54.8% |
| 1Y | +48.7% | -59.5% | +108.1% | +63.1% |
| 3Y | +122.9% | -39.2% | +162.1% | +127.4% |
| 5Y | +177.5% | -15.3% | +192.8% | +167.6% |
| 10Y | +537.5% | -31.2% | +568.7% | +504.8% |
| All | +3,207.6% | +86.4% | +3,121.2% | +2,185.7% |
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