+642.2%
MPC vs IONS
+47.7%
+594.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +5.4% | -4.8% | +10.3% | +5.8% |
| 30D | +31.0% | +7.2% | +23.8% | +30.2% |
| 3M | +46.0% | -22.7% | +68.7% | +48.1% |
| 6M | +77.3% | -26.9% | +104.2% | +80.6% |
| YTD | +141.9% | -26.6% | +168.5% | +146.2% |
| 1Y | +120.9% | -2.1% | +123.0% | +118.1% |
| 3Y | +182.7% | +43.4% | +139.3% | +160.0% |
| All | +642.2% | +47.7% | +594.5% | +597.6% |
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