+2,378.0%
MRK vs IONS
+170.3%
+2,207.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.9% | 0.0% |
| 7D | +0.7% | -26.3% | +27.0% | +2.9% |
| 30D | +0.3% | -31.9% | +32.2% | +3.1% |
| 3M | +9.7% | -48.0% | +57.6% | +15.1% |
| 6M | +32.0% | -62.6% | +94.5% | +41.7% |
| YTD | +43.3% | -63.3% | +106.5% | +54.0% |
| 1Y | +63.7% | -58.4% | +122.1% | +74.2% |
| 3Y | +58.0% | -38.2% | +96.2% | +60.9% |
| 5Y | +105.0% | -11.1% | +116.1% | +100.3% |
| 10Y | +228.6% | -31.7% | +260.3% | +218.2% |
| All | +2,378.0% | +170.3% | +2,207.7% | +1,654.1% |
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