-21.0%
MDLN vs IONS
-29.4%
+8.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.7% |
| 7D | -11.5% | -4.3% | -7.2% | -10.7% |
| 30D | -7.6% | +0.4% | -8.0% | -7.6% |
| 3M | -11.4% | -24.1% | +12.7% | -11.3% |
| 6M | -24.5% | -26.4% | +2.0% | -23.5% |
| YTD | -22.9% | -29.7% | +6.8% | -20.9% |
| All | -21.0% | -29.4% | +8.4% | -20.1% |
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