+241.7%
MNST vs IONS
+96.6%
+145.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.5% | -4.8% | -1.6% | -6.0% |
| 30D | -7.2% | +7.2% | -14.4% | -8.0% |
| 3M | -1.0% | -22.7% | +21.7% | +1.2% |
| 6M | +11.5% | -26.9% | +38.4% | +14.7% |
| YTD | +14.3% | -26.6% | +40.9% | +17.4% |
| 1Y | +38.1% | -2.1% | +40.2% | +36.8% |
| 3Y | +55.0% | +43.4% | +11.5% | +42.3% |
| 5Y | +79.6% | +47.0% | +32.6% | +60.3% |
| All | +241.7% | +96.6% | +145.2% | +203.5% |
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