+499.5%
MRNA vs IONS
-2.1%
+501.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.2% |
| 7D | +5.5% | -4.8% | +10.3% | +9.1% |
| 30D | +158.7% | +7.2% | +151.5% | +156.3% |
| 3M | +182.1% | -22.7% | +204.8% | +201.4% |
| 6M | +151.8% | -26.9% | +178.7% | +180.8% |
| YTD | +393.6% | -26.6% | +420.1% | +441.5% |
| 1Y | +499.5% | -2.1% | +501.6% | +472.7% |
| All | +499.5% | -2.1% | +501.6% | +472.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling