+1,954.1%
MRVL vs IONS
+84.6%
+1,869.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.6% |
| 7D | +13.8% | -8.7% | +22.5% | +16.3% |
| 30D | +12.7% | -1.6% | +14.3% | +12.9% |
| 3M | -11.9% | -24.9% | +13.0% | -7.3% |
| 6M | +153.8% | -25.7% | +179.5% | +167.6% |
| YTD | +177.0% | -29.2% | +206.1% | +195.0% |
| 1Y | +252.3% | -13.0% | +265.4% | +254.4% |
| 3Y | +325.5% | +35.9% | +289.6% | +261.2% |
| 5Y | +290.9% | +54.5% | +236.4% | +214.5% |
| 10Y | +1,954.1% | +93.1% | +1,861.0% | +1,538.3% |
| All | +1,954.1% | +84.6% | +1,869.5% | +1,538.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling