+1,272.2%
MET vs IONS
+175.6%
+1,096.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -21.4% | +24.8% | +6.9% |
| 7D | +1.3% | -24.8% | +26.1% | +5.5% |
| 30D | +4.0% | -31.5% | +35.5% | +9.9% |
| 3M | +4.6% | -45.2% | +49.8% | +14.2% |
| 6M | +32.8% | -59.1% | +91.9% | +50.7% |
| YTD | +32.3% | -60.8% | +93.1% | +50.9% |
| 1Y | +37.1% | -57.9% | +95.0% | +54.3% |
| 3Y | +86.8% | -34.5% | +121.3% | +88.8% |
| 5Y | +87.4% | -8.8% | +96.2% | +73.5% |
| 10Y | +209.9% | -19.2% | +229.1% | +173.2% |
| All | +1,272.2% | +175.6% | +1,096.7% | +659.4% |
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