+1,542.6%
MPWR vs IONS
+17.3%
+1,525.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.8% |
| 7D | -1.7% | -9.4% | +7.7% | +0.9% |
| 30D | -16.5% | -10.7% | -5.8% | -13.9% |
| 3M | -12.3% | -27.7% | +15.4% | -4.6% |
| 6M | -27.7% | -48.7% | +21.0% | -15.5% |
| YTD | +32.0% | -50.2% | +82.2% | +55.5% |
| 1Y | +25.1% | -46.8% | +71.9% | +44.2% |
| 3Y | +146.5% | -14.8% | +161.3% | +134.2% |
| 5Y | +126.0% | +17.0% | +109.0% | +88.3% |
| All | +1,542.6% | +17.3% | +1,525.4% | +1,306.4% |
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