+462.9%
META vs IONS
-32.1%
+495.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.4% | -3.5% | +1.7% |
| 7D | +5.2% | -26.3% | +31.5% | +10.2% |
| 30D | -13.0% | -31.9% | +18.9% | -7.5% |
| 3M | +7.9% | -48.0% | +55.9% | +20.3% |
| 6M | +4.2% | -62.6% | +66.8% | +22.2% |
| YTD | -2.5% | -63.3% | +60.7% | +14.5% |
| 1Y | +5.6% | -58.4% | +64.0% | +20.6% |
| 3Y | +96.8% | -38.2% | +135.0% | +96.7% |
| 5Y | +90.0% | -11.1% | +101.1% | +71.2% |
| All | +462.9% | -32.1% | +495.0% | +421.1% |
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