+1.4%
MCHP vs IONS
+53.9%
-52.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -2.1% | -4.3% | +2.2% | -1.0% |
| 30D | -11.1% | +0.4% | -11.5% | -11.4% |
| 3M | -18.1% | -24.1% | +6.0% | -13.9% |
| 6M | +10.8% | -26.4% | +37.2% | +17.4% |
| YTD | +14.2% | -29.7% | +43.9% | +22.4% |
| 1Y | +13.5% | -13.0% | +26.5% | +14.1% |
| 3Y | -2.0% | +35.0% | -37.0% | -19.9% |
| 5Y | +1.4% | +54.2% | -52.8% | -23.8% |
| All | +1.4% | +53.9% | -52.6% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling