+229.0%
MRK vs IONS
-36.2%
+265.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | +0.3% |
| 7D | 0.0% | -29.6% | +29.6% | +4.1% |
| 30D | +3.5% | -35.6% | +39.1% | +8.9% |
| 3M | +11.2% | -51.7% | +62.9% | +21.5% |
| 6M | +32.5% | -64.0% | +96.5% | +49.5% |
| YTD | +42.5% | -65.5% | +108.0% | +61.5% |
| 1Y | +65.4% | -62.4% | +127.8% | +85.4% |
| 3Y | +58.8% | -41.1% | +99.9% | +64.2% |
| 5Y | +103.9% | -16.5% | +120.3% | +97.0% |
| All | +229.0% | -36.2% | +265.2% | +226.5% |
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