+79.4%
MRVL vs IONS
-60.0%
+139.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.4% | -11.1% | -4.9% |
| 7D | +11.0% | -26.3% | +37.3% | +12.3% |
| 30D | -36.1% | -31.9% | -4.1% | -34.4% |
| 3M | -29.4% | -48.0% | +18.6% | -26.7% |
| 6M | -11.9% | -62.6% | +50.7% | -11.2% |
| YTD | +84.8% | -63.3% | +148.0% | +83.8% |
| 1Y | +79.4% | -58.4% | +137.8% | +69.4% |
| All | +79.4% | -60.0% | +139.4% | +69.4% |
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