+42,373.8%
MCHP vs IONS
+888.8%
+41,485.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | +1.7% | -4.8% | +6.5% | +2.5% |
| 30D | -4.1% | +7.2% | -11.3% | -5.2% |
| 3M | -22.5% | -22.7% | +0.2% | -20.0% |
| 6M | +7.3% | -26.9% | +34.2% | +11.8% |
| YTD | +18.4% | -26.6% | +45.0% | +23.2% |
| 1Y | +18.1% | -2.1% | +20.3% | +17.0% |
| 3Y | -2.8% | +43.4% | -46.2% | -11.9% |
| 5Y | +5.5% | +47.0% | -41.5% | -6.3% |
| 10Y | +185.8% | +97.2% | +88.6% | +130.9% |
| All | +42,373.8% | +888.8% | +41,485.1% | +16,357.5% |
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