-10.8%
MDLN vs IONS
-26.3%
+15.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +3.7% | -4.8% | +8.6% | +4.7% |
| 30D | -0.2% | +7.2% | -7.4% | -1.6% |
| 3M | +6.2% | -22.7% | +28.9% | +6.4% |
| 6M | -14.7% | -26.9% | +12.2% | -13.1% |
| YTD | -12.9% | -26.6% | +13.7% | -11.5% |
| All | -10.8% | -26.3% | +15.5% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling