+1,921.6%
MPWR vs IONS
-29.6%
+1,951.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.5% | +8.4% | +8.8% |
| 7D | +17.3% | -29.4% | +46.7% | +26.4% |
| 30D | +12.1% | -35.1% | +47.2% | +23.5% |
| 3M | +5.6% | -48.9% | +54.5% | +23.9% |
| 6M | -10.7% | -62.4% | +51.7% | +11.7% |
| YTD | +64.0% | -64.2% | +128.2% | +107.7% |
| 1Y | +55.9% | -60.9% | +116.8% | +92.1% |
| 3Y | +199.5% | -38.9% | +238.4% | +204.4% |
| 5Y | +176.6% | -15.6% | +192.2% | +144.5% |
| 10Y | +1,921.6% | -33.5% | +1,955.1% | +1,777.1% |
| All | +1,921.6% | -29.6% | +1,951.2% | +1,777.1% |
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 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