+170.4%
MTB vs IONS
+84.6%
+85.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | +1.1% | -8.7% | +9.7% | +2.4% |
| 30D | -4.6% | -1.6% | -3.0% | -4.5% |
| 3M | +6.3% | -24.9% | +31.1% | +9.7% |
| 6M | +15.6% | -25.7% | +41.3% | +19.5% |
| YTD | +20.6% | -29.2% | +49.7% | +25.3% |
| 1Y | +22.5% | -13.0% | +35.5% | +23.1% |
| 3Y | +114.4% | +35.9% | +78.5% | +93.9% |
| 5Y | +101.9% | +54.5% | +47.4% | +74.7% |
| 10Y | +170.4% | +93.1% | +77.3% | +118.5% |
| All | +170.4% | +84.6% | +85.8% | +118.5% |
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 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