+49.0%
MRK vs IONS
+36.3%
+12.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -2.7% | -8.7% | +5.9% | -1.4% |
| 30D | +12.7% | -1.6% | +14.3% | +13.0% |
| 3M | +24.2% | -24.9% | +49.1% | +28.5% |
| 6M | +27.8% | -25.7% | +53.5% | +32.3% |
| YTD | +42.2% | -29.2% | +71.4% | +48.1% |
| 1Y | +80.2% | -13.0% | +93.2% | +82.7% |
| All | +49.0% | +36.3% | +12.7% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling