+3,005.7%
MPC vs IONS
+336.0%
+2,669.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -3.4% |
| 7D | -12.8% | -12.6% | -0.2% | -11.1% |
| 30D | -12.7% | -11.8% | -0.9% | -11.3% |
| 3M | +27.1% | -28.4% | +55.5% | +32.6% |
| 6M | +45.8% | -48.4% | +94.2% | +58.0% |
| YTD | +134.7% | -51.0% | +185.7% | +155.5% |
| 1Y | +106.0% | -48.0% | +154.1% | +122.1% |
| 3Y | +165.5% | -17.8% | +183.3% | +159.0% |
| 5Y | +540.9% | +15.2% | +525.7% | +475.3% |
| 10Y | +1,133.6% | +43.0% | +1,090.6% | +937.9% |
| All | +3,005.7% | +336.0% | +2,669.7% | +1,555.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling