+1,224.2%
MRVL vs IONS
-27.6%
+1,251.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +8.9% | +2.1% |
| 7D | -10.2% | -30.3% | +20.0% | -2.8% |
| 30D | -43.9% | -37.7% | -6.2% | -37.3% |
| 3M | -26.0% | -50.5% | +24.5% | -12.6% |
| 6M | -9.2% | -62.8% | +53.6% | +13.0% |
| YTD | +82.0% | -64.4% | +146.4% | +128.8% |
| 1Y | +65.9% | -59.5% | +125.3% | +100.8% |
| 3Y | +185.0% | -39.2% | +224.2% | +193.3% |
| 5Y | +121.5% | -15.3% | +136.8% | +103.4% |
| 10Y | +1,224.2% | -31.2% | +1,255.3% | +1,178.8% |
| All | +1,224.2% | -27.6% | +1,251.8% | +1,178.8% |
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