-20.7%
MDLN vs IONS
-31.2%
+10.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +1.0% |
| 7D | -11.1% | -6.7% | -4.4% | -9.8% |
| 30D | -8.4% | -4.1% | -4.3% | -7.6% |
| 3M | -12.4% | -26.6% | +14.2% | -11.6% |
| 6M | -23.3% | -27.5% | +4.3% | -22.2% |
| YTD | -22.5% | -31.5% | +8.9% | -20.2% |
| All | -20.7% | -31.2% | +10.5% | -19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling