+156.2%
MPWR vs IONS
-11.8%
+168.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.4% | -10.3% | -5.3% |
| 7D | +16.8% | -26.3% | +43.1% | +22.8% |
| 30D | +11.9% | -31.9% | +43.8% | +20.0% |
| 3M | +2.2% | -48.0% | +50.2% | +17.0% |
| 6M | -15.5% | -62.6% | +47.1% | +3.1% |
| YTD | +54.2% | -63.3% | +117.5% | +88.9% |
| 1Y | +51.5% | -58.4% | +109.8% | +78.5% |
| 3Y | +180.2% | -38.2% | +218.4% | +172.6% |
| All | +156.2% | -11.8% | +168.1% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling