+14,101.9%
MPWR vs IONS
+808.3%
+13,293.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.9% |
| 7D | -1.7% | -9.4% | +7.7% | +0.4% |
| 30D | -16.5% | -10.7% | -5.8% | -14.4% |
| 3M | -12.3% | -27.7% | +15.4% | -6.0% |
| 6M | -27.7% | -48.7% | +21.0% | -17.8% |
| YTD | +32.0% | -50.2% | +82.2% | +51.0% |
| 1Y | +25.1% | -46.8% | +71.9% | +40.7% |
| 3Y | +146.5% | -14.8% | +161.3% | +140.4% |
| 5Y | +126.0% | +17.0% | +109.0% | +100.9% |
| 10Y | +1,582.7% | +45.3% | +1,537.4% | +1,249.2% |
| All | +14,101.9% | +808.3% | +13,293.6% | +5,728.6% |
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