+80.3%
MMM vs IONS
+17.3%
+63.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.6% |
| 7D | +6.2% | -9.4% | +15.6% | +7.2% |
| 30D | +14.2% | -10.7% | +24.9% | +15.4% |
| 3M | +2.9% | -27.7% | +30.6% | +6.1% |
| 6M | +27.6% | -48.7% | +76.3% | +35.4% |
| YTD | +17.3% | -50.2% | +67.4% | +24.8% |
| 1Y | +15.1% | -46.8% | +61.9% | +21.5% |
| 3Y | +157.1% | -14.8% | +172.0% | +151.6% |
| 5Y | +45.1% | +17.0% | +28.1% | +34.5% |
| All | +80.3% | +17.3% | +63.0% | +71.5% |
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