+1,079.5%
MPC vs IONS
+17.3%
+1,062.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -16.2% | -9.4% | -6.8% | -14.9% |
| 30D | -15.7% | -10.7% | -5.0% | -14.4% |
| 3M | +24.9% | -27.7% | +52.6% | +30.5% |
| 6M | +52.7% | -48.7% | +101.4% | +66.6% |
| YTD | +131.9% | -50.2% | +182.0% | +153.5% |
| 1Y | +96.6% | -46.8% | +143.4% | +112.3% |
| 3Y | +163.8% | -14.8% | +178.6% | +152.7% |
| 5Y | +533.1% | +17.0% | +516.1% | +446.1% |
| All | +1,079.5% | +17.3% | +1,062.2% | +944.8% |
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