-23.7%
MARA vs IONS
-14.8%
-8.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.6% | +7.4% | +4.9% |
| 7D | +5.9% | -6.7% | +12.6% | +6.2% |
| 30D | +24.3% | -4.1% | +28.4% | +24.0% |
| 3M | -12.0% | -26.6% | +14.6% | -16.3% |
| 6M | +40.1% | -27.5% | +67.6% | +33.5% |
| YTD | +33.4% | -31.5% | +64.9% | +32.5% |
| 1Y | -23.7% | -15.3% | -8.4% | -26.2% |
| All | -23.7% | -14.8% | -8.9% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling