+1,209.8%
MET vs IONS
+416.4%
+793.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | +1.2% | -4.8% | +6.0% | +1.9% |
| 30D | +1.4% | +7.2% | -5.8% | +0.1% |
| 3M | +17.7% | -22.7% | +40.4% | +21.6% |
| 6M | +35.0% | -26.9% | +61.9% | +40.6% |
| YTD | +26.3% | -26.6% | +52.9% | +31.2% |
| 1Y | +22.8% | -2.1% | +24.9% | +21.2% |
| 3Y | +65.9% | +43.4% | +22.5% | +48.3% |
| 5Y | +85.4% | +47.0% | +38.4% | +60.0% |
| 10Y | +253.7% | +97.2% | +156.5% | +169.1% |
| All | +1,209.8% | +416.4% | +793.5% | +560.2% |
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 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