+534.5%
MPC vs IONS
+17.1%
+517.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | -16.2% | -9.4% | -6.8% | -15.7% |
| 30D | -15.7% | -10.7% | -5.0% | -15.2% |
| 3M | +24.9% | -27.7% | +52.6% | +27.2% |
| 6M | +52.7% | -48.7% | +101.4% | +58.7% |
| YTD | +131.9% | -50.2% | +182.0% | +141.4% |
| 1Y | +96.6% | -46.8% | +143.4% | +103.3% |
| 3Y | +163.8% | -14.8% | +178.6% | +152.4% |
| All | +534.5% | +17.1% | +517.4% | +488.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling