+175.0%
MPWR vs IONS
-40.7%
+215.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.1% | +6.9% | -1.0% |
| 7D | +2.2% | -30.3% | +32.5% | +6.6% |
| 30D | -2.1% | -37.7% | +35.7% | +4.4% |
| 3M | -1.6% | -50.5% | +48.9% | +9.4% |
| 6M | -14.9% | -62.8% | +47.8% | -1.8% |
| YTD | +50.5% | -64.4% | +114.9% | +75.6% |
| 1Y | +40.0% | -59.5% | +99.4% | +57.8% |
| 3Y | +175.0% | -39.2% | +214.1% | +143.5% |
| All | +175.0% | -40.7% | +215.7% | +143.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling