+404.3%
META vs IONS
+17.3%
+387.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -0.8% | -9.4% | +8.6% | +1.0% |
| 30D | -15.4% | -10.7% | -4.7% | -13.8% |
| 3M | +3.5% | -27.7% | +31.2% | +9.1% |
| 6M | -0.3% | -48.7% | +48.4% | +10.6% |
| YTD | -7.3% | -50.2% | +42.8% | +3.2% |
| 1Y | -1.1% | -46.8% | +45.7% | +8.5% |
| 3Y | +95.1% | -14.8% | +109.9% | +85.9% |
| 5Y | +80.6% | +17.0% | +63.6% | +57.9% |
| All | +404.3% | +17.3% | +387.0% | +363.2% |
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 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