+560,760.1%
MNST vs IONS
+440.4%
+560,319.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.5% | -4.8% | -1.6% | -6.2% |
| 30D | -7.2% | +7.2% | -14.4% | -7.7% |
| 3M | -1.0% | -22.7% | +21.7% | +0.4% |
| 6M | +11.5% | -26.9% | +38.4% | +13.5% |
| YTD | +14.3% | -26.6% | +40.9% | +16.3% |
| 1Y | +38.1% | -2.1% | +40.2% | +37.4% |
| 3Y | +55.0% | +43.4% | +11.5% | +47.6% |
| 5Y | +79.6% | +47.0% | +32.6% | +68.9% |
| 10Y | +241.8% | +97.2% | +144.6% | +206.3% |
| All | +560,760.1% | +440.4% | +560,319.7% | +394,641.5% |
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