+36.3%
MET vs IONS
-59.8%
+96.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.8% | +0.6% |
| 7D | +1.8% | -30.3% | +32.0% | +1.5% |
| 30D | +4.8% | -37.7% | +42.5% | +4.8% |
| 3M | +6.2% | -50.5% | +56.7% | +7.0% |
| 6M | +33.8% | -62.8% | +96.6% | +35.2% |
| YTD | +33.3% | -64.4% | +97.7% | +34.7% |
| 1Y | +36.3% | -59.5% | +95.8% | +36.0% |
| All | +36.3% | -59.8% | +96.1% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling