+3,130.5%
MRSH vs IONS
+427.5%
+2,702.9%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.6% |
| 7D | -3.8% | -5.3% | +1.5% | -3.4% |
| 30D | -5.8% | +0.3% | -6.1% | -5.9% |
| 3M | +11.7% | -22.9% | +34.6% | +13.5% |
| 6M | -0.3% | -23.4% | +23.1% | +1.2% |
| YTD | -1.1% | -28.3% | +27.2% | +0.9% |
| 1Y | -9.5% | -7.0% | -2.4% | -9.6% |
| 3Y | -2.6% | +37.6% | -40.2% | -7.2% |
| 5Y | +22.7% | +53.4% | -30.6% | +14.6% |
| 10Y | +214.6% | +83.9% | +130.6% | +180.4% |
| All | +3,130.5% | +427.5% | +2,702.9% | +2,201.8% |
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