+211.7%
MRSH vs IONS
+87.6%
+124.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | 0.0% |
| 7D | -4.8% | -6.7% | +1.9% | -4.1% |
| 30D | -6.3% | -4.1% | -2.2% | -6.0% |
| 3M | +5.8% | -26.6% | +32.4% | +8.5% |
| 6M | +2.8% | -27.5% | +30.3% | +5.4% |
| YTD | -3.1% | -31.5% | +28.4% | -0.2% |
| 1Y | -11.3% | -15.3% | +4.1% | -10.7% |
| 3Y | -5.0% | +31.3% | -36.3% | -11.1% |
| 5Y | +19.2% | +50.2% | -31.0% | +7.6% |
| All | +211.7% | +87.6% | +124.0% | +172.0% |
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