-6.4%
MDB vs IONS
+43.7%
-50.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -17.4% | -4.8% | -12.6% | -17.1% |
| 30D | -2.0% | +7.2% | -9.2% | -3.0% |
| 3M | -3.0% | -22.7% | +19.7% | -1.1% |
| 6M | +48.7% | -26.9% | +75.6% | +52.3% |
| YTD | -12.1% | -26.6% | +14.4% | -10.0% |
| 1Y | +14.5% | -2.1% | +16.6% | +12.2% |
| All | -6.4% | +43.7% | -50.2% | -12.2% |
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 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