+2,327.6%
MKC vs IONS
+440.4%
+1,887.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -5.9% | -4.8% | -1.0% | -5.7% |
| 30D | -0.9% | +7.2% | -8.1% | -1.2% |
| 3M | +12.7% | -22.7% | +35.4% | +13.8% |
| 6M | -19.3% | -26.9% | +7.6% | -18.4% |
| YTD | -22.2% | -26.6% | +4.4% | -21.3% |
| 1Y | -23.3% | -2.1% | -21.2% | -23.6% |
| 3Y | -30.0% | +43.4% | -73.4% | -32.1% |
| 5Y | -33.8% | +47.0% | -80.8% | -36.4% |
| 10Y | +24.4% | +97.2% | -72.7% | +15.4% |
| All | +2,327.6% | +440.4% | +1,887.2% | +1,699.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling