-7.2%
MOS vs IONS
-60.2%
+53.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | +5.5% | -29.4% | +34.9% | +5.4% |
| 30D | +21.0% | -35.1% | +56.1% | +21.2% |
| 3M | -0.5% | -48.9% | +48.4% | +1.1% |
| 6M | +6.6% | -62.4% | +69.0% | +9.3% |
| YTD | -2.8% | -64.2% | +61.4% | +1.2% |
| All | -7.2% | -60.2% | +53.0% | -3.0% |
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