-69.6%
MRNA vs IONS
+53.9%
-123.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | -8.2% | -4.3% | -4.0% | -6.4% |
| 30D | +125.6% | +0.4% | +125.1% | +128.0% |
| 3M | +197.1% | -24.1% | +221.2% | +226.9% |
| 6M | +148.5% | -26.4% | +174.9% | +177.1% |
| YTD | +363.3% | -29.7% | +392.9% | +426.4% |
| 1Y | +462.0% | -13.0% | +475.0% | +490.2% |
| 3Y | +26.9% | +35.0% | -8.1% | +3.3% |
| 5Y | -69.6% | +54.2% | -123.8% | -77.9% |
| All | -69.6% | +53.9% | -123.5% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling