+101.3%
MNST vs IONS
+17.1%
+84.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.5% |
| 7D | -3.4% | -9.4% | +6.0% | -2.6% |
| 30D | +6.6% | -10.7% | +17.4% | +7.6% |
| 3M | -2.9% | -27.7% | +24.8% | -0.4% |
| 6M | +18.4% | -48.7% | +67.2% | +24.6% |
| YTD | +19.3% | -50.2% | +69.4% | +25.7% |
| 1Y | +37.9% | -46.8% | +84.7% | +44.2% |
| 3Y | +62.9% | -14.8% | +77.7% | +58.6% |
| All | +101.3% | +17.1% | +84.2% | +82.2% |
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