-4.8%
MDB vs IONS
-60.0%
+55.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.1% | -1.5% |
| 7D | +6.8% | -26.3% | +33.1% | +6.5% |
| 30D | -6.2% | -31.9% | +25.7% | -6.2% |
| 3M | -29.2% | -48.0% | +18.7% | -30.2% |
| 6M | +10.3% | -62.6% | +72.8% | +8.9% |
| YTD | -20.4% | -63.3% | +42.9% | -19.7% |
| 1Y | -4.8% | -58.4% | +53.6% | +4.4% |
| All | -4.8% | -60.0% | +55.1% | +4.4% |
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