+436.0%
META vs IONS
-27.6%
+463.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.1% | +1.6% |
| 7D | +3.3% | -30.3% | +33.5% | +9.3% |
| 30D | -10.8% | -37.7% | +27.0% | -3.7% |
| 3M | +7.9% | -50.5% | +58.4% | +21.1% |
| 6M | +5.4% | -62.8% | +68.2% | +23.2% |
| YTD | -2.6% | -64.4% | +61.8% | +14.7% |
| 1Y | +1.9% | -59.5% | +61.3% | +16.6% |
| 3Y | +97.0% | -39.2% | +136.1% | +97.3% |
| 5Y | +97.6% | -15.3% | +113.0% | +80.3% |
| 10Y | +436.0% | -31.2% | +467.2% | +405.2% |
| All | +436.0% | -27.6% | +463.7% | +405.2% |
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