+328.4%
MNST vs IONS
-27.6%
+356.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | +0.4% |
| 7D | -3.9% | -30.3% | +26.4% | -0.1% |
| 30D | +3.9% | -37.7% | +41.6% | +9.5% |
| 3M | -0.8% | -50.5% | +49.7% | +7.2% |
| 6M | +5.1% | -62.8% | +67.9% | +16.8% |
| YTD | +18.3% | -64.4% | +82.6% | +32.0% |
| 1Y | +29.5% | -59.5% | +88.9% | +42.0% |
| 3Y | +64.0% | -39.2% | +103.2% | +65.8% |
| 5Y | +97.2% | -15.3% | +112.5% | +84.0% |
| 10Y | +328.4% | -31.2% | +359.6% | +319.7% |
| All | +328.4% | -27.6% | +356.1% | +319.7% |
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