+26.3%
MNST vs IONS
-59.1%
+85.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -6.9% | -29.4% | +22.6% | -6.7% |
| 30D | +3.7% | -35.1% | +38.9% | +3.9% |
| 3M | -0.3% | -48.9% | +48.6% | +0.1% |
| 6M | +5.1% | -62.4% | +67.5% | +5.3% |
| YTD | +18.4% | -64.2% | +82.6% | +19.0% |
| 1Y | +26.3% | -60.9% | +87.2% | +24.9% |
| All | +26.3% | -59.1% | +85.4% | +24.9% |
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