-26.4%
MKC vs IONS
-60.0%
+33.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +1.0% |
| 7D | -3.0% | -26.3% | +23.3% | -2.7% |
| 30D | +4.8% | -31.9% | +36.8% | +5.1% |
| 3M | -12.8% | -48.0% | +35.1% | -12.4% |
| 6M | +5.0% | -62.6% | +67.6% | +5.4% |
| YTD | -29.1% | -63.3% | +34.2% | -28.4% |
| 1Y | -26.4% | -58.4% | +32.0% | -25.4% |
| All | -26.4% | -60.0% | +33.6% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling