+549.2%
MPC vs IONS
-11.1%
+560.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -21.4% | +26.0% | +5.7% |
| 7D | -9.4% | -24.8% | +15.4% | -8.2% |
| 30D | -14.3% | -31.5% | +17.2% | -12.7% |
| 3M | +31.1% | -45.2% | +76.3% | +35.3% |
| 6M | +60.3% | -59.1% | +119.3% | +68.2% |
| YTD | +142.5% | -60.8% | +203.3% | +155.2% |
| 1Y | +104.6% | -57.9% | +162.4% | +113.5% |
| 3Y | +191.7% | -34.5% | +226.2% | +182.5% |
| 5Y | +549.2% | -8.8% | +558.0% | +503.7% |
| All | +549.2% | -11.1% | +560.4% | +503.7% |
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