+1,098.3%
MPC vs IONS
-27.6%
+1,126.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +9.0% | +1.2% |
| 7D | -8.8% | -30.3% | +21.4% | -4.6% |
| 30D | -14.4% | -37.7% | +23.4% | -9.0% |
| 3M | +21.9% | -50.5% | +72.4% | +33.7% |
| 6M | +60.1% | -62.8% | +122.9% | +81.6% |
| YTD | +142.3% | -64.4% | +206.7% | +175.9% |
| 1Y | +101.7% | -59.5% | +161.2% | +124.4% |
| 3Y | +184.8% | -39.2% | +224.0% | +184.4% |
| 5Y | +564.6% | -15.3% | +580.0% | +495.4% |
| 10Y | +1,098.3% | -31.2% | +1,129.5% | +1,078.8% |
| All | +1,098.3% | -27.6% | +1,126.0% | +1,078.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling