+1,166.2%
MPC vs IONS
-36.2%
+1,202.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.6% | +6.1% | +3.0% |
| 7D | +9.4% | -29.6% | +39.0% | +14.3% |
| 30D | -13.4% | -35.6% | +22.1% | -8.4% |
| 3M | +18.9% | -51.7% | +70.6% | +30.8% |
| 6M | +64.9% | -64.0% | +128.9% | +88.1% |
| YTD | +156.8% | -65.5% | +222.3% | +194.0% |
| 1Y | +113.2% | -62.4% | +175.6% | +140.2% |
| 3Y | +201.8% | -41.1% | +242.9% | +202.7% |
| 5Y | +601.4% | -16.5% | +617.8% | +527.3% |
| All | +1,166.2% | -36.2% | +1,202.4% | +1,136.8% |
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