+2,229.0%
MKSI vs IONS
+430.4%
+1,798.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | +6.6% | -8.7% | +15.3% | +8.4% |
| 30D | -8.2% | -1.6% | -6.6% | -8.1% |
| 3M | -16.4% | -24.9% | +8.5% | -13.1% |
| 6M | +23.0% | -25.7% | +48.6% | +28.0% |
| YTD | +68.2% | -29.2% | +97.4% | +76.6% |
| 1Y | +148.6% | -13.0% | +161.6% | +150.7% |
| 3Y | +196.0% | +35.9% | +160.0% | +166.9% |
| 5Y | +87.4% | +54.5% | +32.9% | +62.4% |
| 10Y | +523.8% | +93.1% | +430.7% | +395.0% |
| All | +2,229.0% | +430.4% | +1,798.6% | +969.6% |
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