+30.7%
MNST vs IONS
-60.0%
+90.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.5% | +1.9% |
| 7D | +1.6% | -26.3% | +27.9% | +1.8% |
| 30D | +5.1% | -31.9% | +37.0% | +5.3% |
| 3M | -0.5% | -48.0% | +47.5% | 0.0% |
| 6M | +8.1% | -62.6% | +70.7% | +8.9% |
| YTD | +21.2% | -63.3% | +84.5% | +21.8% |
| 1Y | +30.7% | -58.4% | +89.1% | +26.5% |
| All | +30.7% | -60.0% | +90.7% | +26.5% |
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