-10.5%
MDB vs IONS
-38.5%
+27.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.4% | +1.8% |
| 7D | +3.0% | -29.4% | +32.4% | +5.9% |
| 30D | -11.3% | -35.1% | +23.8% | -7.9% |
| 3M | -23.0% | -48.9% | +25.9% | -18.5% |
| 6M | +14.8% | -62.4% | +77.2% | +24.8% |
| YTD | -19.4% | -64.2% | +44.8% | -11.9% |
| 1Y | -9.0% | -60.9% | +51.9% | -1.8% |
| All | -10.5% | -38.5% | +27.9% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling