+13,397.9%
MPWR vs IONS
+794.0%
+12,603.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.4% | -6.9% | -9.5% |
| 7D | -5.6% | -12.6% | +7.0% | -2.8% |
| 30D | -23.2% | -11.8% | -11.4% | -21.1% |
| 3M | -15.8% | -28.4% | +12.6% | -9.6% |
| 6M | -28.5% | -48.4% | +19.9% | -18.8% |
| YTD | +25.5% | -51.0% | +76.4% | +44.0% |
| 1Y | +13.9% | -48.0% | +61.9% | +28.8% |
| 3Y | +134.6% | -17.8% | +152.3% | +130.6% |
| 5Y | +114.8% | +15.2% | +99.7% | +91.6% |
| 10Y | +1,499.3% | +43.0% | +1,456.3% | +1,186.7% |
| All | +13,397.9% | +794.0% | +12,603.9% | +5,458.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling