+82.0%
MET vs IONS
+51.6%
+30.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.0% |
| 7D | +1.1% | -5.3% | +6.4% | +1.6% |
| 30D | -2.3% | +0.3% | -2.6% | -2.4% |
| 3M | +13.9% | -22.9% | +36.8% | +15.9% |
| 6M | +34.8% | -23.4% | +58.2% | +37.2% |
| YTD | +23.5% | -28.3% | +51.9% | +26.4% |
| 1Y | +23.4% | -7.0% | +30.4% | +22.9% |
| 3Y | +64.9% | +37.6% | +27.3% | +52.9% |
| 5Y | +82.0% | +53.4% | +28.7% | +67.2% |
| All | +82.0% | +51.6% | +30.5% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling