+35,221.4%
MCHP vs IONS
+394.6%
+34,826.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.1% | -1.7% |
| 7D | +5.7% | -26.3% | +32.0% | +10.4% |
| 30D | -13.4% | -31.9% | +18.5% | -8.3% |
| 3M | -20.1% | -48.0% | +27.9% | -11.8% |
| 6M | -35.5% | -62.6% | +27.0% | -25.5% |
| YTD | -1.6% | -63.3% | +61.7% | +14.1% |
| 1Y | +15.5% | -58.4% | +73.9% | +30.9% |
| 3Y | -13.2% | -38.2% | +25.0% | -9.9% |
| 5Y | -17.5% | -11.1% | -6.4% | -20.7% |
| 10Y | +136.0% | -31.7% | +167.7% | +126.2% |
| All | +35,221.4% | +394.6% | +34,826.8% | +15,134.3% |
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