+14,479.0%
MPWR vs IONS
+1,238.5%
+13,240.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.6% | -4.8% | +2.3% | -1.5% |
| 30D | -9.0% | +7.2% | -16.2% | -10.6% |
| 3M | -25.8% | -22.7% | -3.1% | -22.9% |
| 6M | +11.8% | -26.9% | +38.6% | +17.6% |
| YTD | +35.5% | -26.6% | +62.1% | +42.4% |
| 1Y | +45.3% | -2.1% | +47.4% | +42.6% |
| 3Y | +138.5% | +43.4% | +95.0% | +106.3% |
| 5Y | +152.8% | +47.0% | +105.8% | +112.8% |
| 10Y | +1,616.6% | +97.2% | +1,519.4% | +1,180.6% |
| All | +14,479.0% | +1,238.5% | +13,240.6% | +5,398.3% |
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