-40.1%
MDB vs IONS
-18.9%
-21.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +1.5% |
| 7D | +11.6% | -29.6% | +41.2% | +21.0% |
| 30D | -8.9% | -35.6% | +26.6% | +1.5% |
| 3M | -22.4% | -51.7% | +29.3% | -7.0% |
| 6M | +10.1% | -64.0% | +74.0% | +41.0% |
| YTD | -19.0% | -65.5% | +46.4% | +4.8% |
| 1Y | -7.0% | -62.4% | +55.4% | +16.5% |
| 3Y | -9.8% | -41.1% | +31.2% | -12.1% |
| 5Y | -40.1% | -16.5% | -23.6% | -57.7% |
| All | -40.1% | -18.9% | -21.2% | -57.7% |
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