-24.7%
MDB vs IONS
+47.7%
-72.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -17.4% | -4.8% | -12.6% | -16.4% |
| 30D | -2.0% | +7.2% | -9.2% | -4.5% |
| 3M | -3.0% | -22.7% | +19.7% | +2.1% |
| 6M | +48.7% | -26.9% | +75.6% | +58.4% |
| YTD | -12.1% | -26.6% | +14.4% | -6.5% |
| 1Y | +14.5% | -2.1% | +16.6% | +9.7% |
| 3Y | -6.1% | +43.4% | -49.6% | -30.3% |
| All | -24.7% | +47.7% | -72.4% | -51.6% |
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