+6,664.6%
MCD vs IONS
+260.9%
+6,403.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.6% |
| 7D | +8.0% | -12.6% | +20.6% | +8.8% |
| 30D | +19.6% | -11.8% | +31.4% | +20.4% |
| 3M | +2.2% | -28.4% | +30.6% | +4.0% |
| 6M | -1.1% | -48.4% | +47.3% | +2.2% |
| YTD | -7.2% | -51.0% | +43.7% | -3.9% |
| 1Y | -6.7% | -48.0% | +41.3% | -3.7% |
| 3Y | +11.6% | -17.8% | +29.4% | +11.1% |
| 5Y | +22.6% | +15.2% | +7.5% | +18.6% |
| 10Y | +218.4% | +43.0% | +175.4% | +198.7% |
| All | +6,664.6% | +260.9% | +6,403.7% | +4,829.6% |
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 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