-34.2%
MKC vs IONS
+51.6%
-85.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | -0.3% |
| 7D | -4.3% | -5.3% | +0.9% | -4.2% |
| 30D | -2.0% | +0.3% | -2.3% | -2.0% |
| 3M | +10.0% | -22.9% | +32.9% | +10.5% |
| 6M | -18.5% | -23.4% | +4.9% | -18.1% |
| YTD | -22.4% | -28.3% | +5.9% | -21.9% |
| 1Y | -23.6% | -7.0% | -16.6% | -23.7% |
| 3Y | -30.4% | +37.6% | -68.1% | -31.7% |
| 5Y | -34.2% | +53.4% | -87.6% | -33.7% |
| All | -34.2% | +51.6% | -85.8% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling