+38.1%
MNST vs IONS
-2.1%
+40.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.5% | -4.8% | -1.6% | -6.4% |
| 30D | -7.2% | +7.2% | -14.4% | -7.3% |
| 3M | -1.0% | -22.7% | +21.7% | -0.8% |
| 6M | +11.5% | -26.9% | +38.4% | +12.5% |
| YTD | +14.3% | -26.6% | +40.9% | +15.1% |
| 1Y | +38.1% | -2.1% | +40.2% | +37.5% |
| All | +38.1% | -2.1% | +40.2% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling