+110.7%
MCK vs IONS
+31.9%
+78.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | -2.9% | -6.7% | +3.8% | -2.7% |
| 30D | +0.4% | -4.1% | +4.5% | +0.6% |
| 3M | +12.1% | -26.6% | +38.7% | +13.4% |
| 6M | -5.4% | -27.5% | +22.1% | -4.3% |
| YTD | +7.8% | -31.5% | +39.3% | +9.2% |
| 1Y | +22.9% | -15.3% | +38.3% | +23.7% |
| 3Y | +110.7% | +31.3% | +79.4% | +107.6% |
| All | +110.7% | +31.9% | +78.9% | +107.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling