+467.0%
MRNA vs IONS
-14.8%
+481.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.6% | +8.0% | +7.3% |
| 7D | -1.1% | -6.7% | +5.6% | +4.1% |
| 30D | +126.1% | -4.1% | +130.2% | +140.2% |
| 3M | +190.0% | -26.6% | +216.6% | +220.6% |
| 6M | +157.2% | -27.5% | +184.7% | +187.3% |
| YTD | +388.2% | -31.5% | +419.7% | +463.1% |
| 1Y | +467.0% | -15.3% | +482.4% | +451.2% |
| All | +467.0% | -14.8% | +481.9% | +451.2% |
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