+277.2%
MRVL vs IONS
+55.3%
+222.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.1% | +7.1% | +7.1% |
| 7D | +3.2% | -4.8% | +8.0% | +4.6% |
| 30D | +5.9% | +7.2% | -1.3% | +3.6% |
| 3M | -29.3% | -22.7% | -6.7% | -25.9% |
| 6M | +186.5% | -26.9% | +213.4% | +205.4% |
| YTD | +163.4% | -26.6% | +190.0% | +179.7% |
| 1Y | +249.5% | -2.1% | +251.6% | +235.6% |
| 3Y | +289.4% | +43.4% | +245.9% | +199.2% |
| All | +277.2% | +55.3% | +222.0% | +163.4% |
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 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