+99.8%
MNST vs IONS
-11.8%
+111.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.5% | +1.4% |
| 7D | +1.6% | -26.3% | +27.9% | +3.9% |
| 30D | +5.1% | -31.9% | +37.0% | +8.1% |
| 3M | -0.5% | -48.0% | +47.5% | +4.6% |
| 6M | +8.1% | -62.6% | +70.7% | +16.4% |
| YTD | +21.2% | -63.3% | +84.5% | +30.6% |
| 1Y | +30.7% | -58.4% | +89.1% | +39.0% |
| 3Y | +67.3% | -38.2% | +105.5% | +66.9% |
| All | +99.8% | -11.8% | +111.7% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling