+96.8%
MNST vs IONS
-14.9%
+111.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -6.9% | -29.4% | +22.6% | -4.5% |
| 30D | +3.7% | -35.1% | +38.9% | +7.1% |
| 3M | -0.3% | -48.9% | +48.6% | +5.0% |
| 6M | +5.1% | -62.4% | +67.5% | +13.0% |
| YTD | +18.4% | -64.2% | +82.6% | +27.9% |
| 1Y | +26.3% | -60.9% | +87.2% | +35.0% |
| 3Y | +64.3% | -38.9% | +103.1% | +63.9% |
| 5Y | +96.8% | -15.6% | +112.4% | +79.2% |
| All | +96.8% | -14.9% | +111.7% | +79.2% |
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