-69.3%
MARA vs IONS
+52.5%
-121.9%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.4% |
| 7D | +13.8% | -8.7% | +22.5% | +18.6% |
| 30D | +24.7% | -1.6% | +26.3% | +24.7% |
| 3M | -10.4% | -24.9% | +14.4% | -2.0% |
| 6M | +37.6% | -25.7% | +63.3% | +50.8% |
| YTD | +32.7% | -29.2% | +61.9% | +49.6% |
| 1Y | -25.2% | -13.0% | -12.2% | -25.7% |
| 3Y | +9.3% | +35.9% | -26.7% | -28.8% |
| 5Y | -69.3% | +54.5% | -123.8% | -81.7% |
| All | -69.3% | +52.5% | -121.9% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling