+612,084.8%
MNST vs IONS
+260.9%
+611,823.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.6% |
| 7D | +3.2% | -12.6% | +15.8% | +4.2% |
| 30D | +10.6% | -11.8% | +22.4% | +11.6% |
| 3M | +1.3% | -28.4% | +29.7% | +3.6% |
| 6M | +26.2% | -48.4% | +74.6% | +31.7% |
| YTD | +24.8% | -51.0% | +75.7% | +30.6% |
| 1Y | +40.9% | -48.0% | +89.0% | +46.8% |
| 3Y | +72.2% | -17.8% | +90.0% | +70.9% |
| 5Y | +108.8% | +15.2% | +93.6% | +99.9% |
| 10Y | +324.4% | +43.0% | +281.4% | +289.7% |
| All | +612,084.8% | +260.9% | +611,823.9% | +443,208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling