+34.7%
MAS vs IONS
-46.2%
+80.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | -0.1% | -3.1% |
| 7D | +4.6% | -12.6% | +17.1% | +6.0% |
| 30D | +19.9% | -11.8% | +31.7% | +21.4% |
| 3M | +8.9% | -28.4% | +37.3% | +12.7% |
| 6M | +20.2% | -48.4% | +68.6% | +25.2% |
| YTD | +33.9% | -51.0% | +84.8% | +40.9% |
| 1Y | +34.7% | -48.0% | +82.7% | +40.0% |
| All | +34.7% | -46.2% | +80.9% | +40.0% |
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