+25.1%
MKC vs IONS
-32.1%
+57.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +0.8% |
| 7D | -3.0% | -26.3% | +23.3% | -1.5% |
| 30D | +4.8% | -31.9% | +36.8% | +6.9% |
| 3M | -12.8% | -48.0% | +35.1% | -9.8% |
| 6M | +5.0% | -62.6% | +67.6% | +10.4% |
| YTD | -29.1% | -63.3% | +34.2% | -25.4% |
| 1Y | -26.4% | -58.4% | +32.0% | -23.2% |
| 3Y | -21.6% | -38.2% | +16.6% | -21.2% |
| 5Y | -35.2% | -11.1% | -24.1% | -37.3% |
| All | +25.1% | -32.1% | +57.2% | +23.0% |
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