+162.0%
MPWR vs IONS
-16.3%
+178.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.1% | +6.9% | -0.3% |
| 7D | +2.2% | -30.3% | +32.5% | +9.0% |
| 30D | -2.1% | -37.7% | +35.7% | +7.4% |
| 3M | -1.6% | -50.5% | +48.9% | +14.0% |
| 6M | -14.9% | -62.8% | +47.8% | +3.7% |
| YTD | +50.5% | -64.4% | +114.9% | +85.7% |
| 1Y | +40.0% | -59.5% | +99.4% | +65.8% |
| 3Y | +175.0% | -39.2% | +214.1% | +168.1% |
| 5Y | +162.0% | -15.3% | +177.3% | +110.9% |
| All | +162.0% | -16.3% | +178.3% | +110.9% |
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