-45.2%
MDB vs IONS
+17.1%
-62.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.2% |
| 7D | -11.4% | -9.4% | -1.9% | -8.7% |
| 30D | -13.8% | -10.7% | -3.1% | -10.8% |
| 3M | -15.5% | -27.7% | +12.2% | -8.0% |
| 6M | +17.9% | -48.7% | +66.6% | +39.2% |
| YTD | -25.5% | -50.2% | +24.7% | -11.5% |
| 1Y | -12.1% | -46.8% | +34.7% | +1.6% |
| 3Y | -5.9% | -14.8% | +9.0% | -15.7% |
| All | -45.2% | +17.1% | -62.4% | -61.8% |
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 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