+211.7%
MCD vs IONS
+17.3%
+194.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | +7.1% | -9.4% | +16.5% | +8.1% |
| 30D | +19.8% | -10.7% | +30.5% | +21.0% |
| 3M | +0.8% | -27.7% | +28.5% | +3.7% |
| 6M | -1.3% | -48.7% | +47.4% | +4.5% |
| YTD | -7.8% | -50.2% | +42.4% | -2.2% |
| 1Y | -5.0% | -46.8% | +41.8% | 0.0% |
| 3Y | +10.5% | -14.8% | +25.4% | +8.9% |
| 5Y | +22.0% | +17.0% | +5.0% | +13.2% |
| All | +211.7% | +17.3% | +194.4% | +187.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling