+164.6%
MMM vs IONS
-38.5%
+203.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -2.6% | -29.4% | +26.8% | -0.9% |
| 30D | +17.4% | -35.1% | +52.5% | +20.1% |
| 3M | +3.6% | -48.9% | +52.5% | +7.7% |
| 6M | +33.0% | -62.4% | +95.4% | +40.5% |
| YTD | +19.6% | -64.2% | +83.8% | +26.8% |
| 1Y | +14.0% | -60.9% | +74.9% | +20.1% |
| All | +164.6% | -38.5% | +203.1% | +153.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling