+654.5%
MRNA vs IONS
+1.9%
+652.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -2.7% |
| 7D | -9.0% | -5.3% | -3.7% | -7.3% |
| 30D | +137.2% | +0.3% | +136.9% | +139.1% |
| 3M | +194.8% | -22.9% | +217.7% | +218.7% |
| 6M | +167.2% | -23.4% | +190.6% | +189.8% |
| YTD | +375.9% | -28.3% | +404.2% | +428.2% |
| 1Y | +465.2% | -7.0% | +472.2% | +477.5% |
| 3Y | +30.4% | +37.6% | -7.2% | +10.8% |
| 5Y | -66.8% | +53.4% | -120.2% | -73.3% |
| All | +654.5% | +1.9% | +652.6% | +515.7% |
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 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