+2,406.3%
MRK vs IONS
+440.4%
+1,966.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | +1.3% | -4.8% | +6.2% | +1.7% |
| 30D | +17.1% | +7.2% | +9.9% | +16.5% |
| 3M | +25.9% | -22.7% | +48.6% | +28.1% |
| 6M | +26.8% | -26.9% | +53.7% | +29.6% |
| YTD | +44.9% | -26.6% | +71.5% | +47.9% |
| 1Y | +84.8% | -2.1% | +87.0% | +84.4% |
| 3Y | +50.1% | +43.4% | +6.7% | +43.3% |
| 5Y | +127.4% | +47.0% | +80.4% | +113.9% |
| 10Y | +240.0% | +97.2% | +142.8% | +203.5% |
| All | +2,406.3% | +440.4% | +1,966.0% | +1,584.8% |
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