+198.0%
MET vs IONS
-27.6%
+225.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.8% | +1.9% |
| 7D | +1.8% | -30.3% | +32.0% | +6.1% |
| 30D | +4.8% | -37.7% | +42.5% | +10.9% |
| 3M | +6.2% | -50.5% | +56.7% | +15.6% |
| 6M | +33.8% | -62.8% | +96.6% | +50.4% |
| YTD | +33.3% | -64.4% | +97.7% | +50.5% |
| 1Y | +36.3% | -59.5% | +95.8% | +50.9% |
| 3Y | +84.6% | -39.2% | +123.8% | +86.1% |
| 5Y | +87.7% | -15.3% | +103.0% | +73.3% |
| 10Y | +198.0% | -31.2% | +229.1% | +186.6% |
| All | +198.0% | -27.6% | +225.6% | +186.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling