+6,918.4%
MCK vs IONS
+1,336.1%
+5,582.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.2% |
| 7D | -4.4% | -4.3% | -0.1% | -4.0% |
| 30D | -2.2% | +0.4% | -2.6% | -2.3% |
| 3M | +11.6% | -24.1% | +35.7% | +14.0% |
| 6M | -4.9% | -26.4% | +21.5% | -2.7% |
| YTD | +7.7% | -29.7% | +37.4% | +10.6% |
| 1Y | +25.2% | -13.0% | +38.3% | +25.9% |
| 3Y | +112.1% | +35.0% | +77.1% | +100.4% |
| 5Y | +345.8% | +54.2% | +291.6% | +309.1% |
| 10Y | +439.7% | +91.8% | +347.9% | +368.6% |
| All | +6,918.4% | +1,336.1% | +5,582.3% | +4,436.6% |
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