+1,064.4%
MRVL vs IONS
+179.1%
+885.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.6% | +4.1% | +5.4% |
| 7D | -28.1% | -9.4% | -18.7% | -26.5% |
| 30D | -50.4% | -10.7% | -39.7% | -49.1% |
| 3M | -32.9% | -27.7% | -5.3% | -28.5% |
| 6M | -17.9% | -48.7% | +30.8% | -7.6% |
| YTD | +66.4% | -50.2% | +116.6% | +88.3% |
| 1Y | +51.5% | -46.8% | +98.3% | +68.9% |
| 3Y | +177.9% | -14.8% | +192.7% | +173.8% |
| 5Y | +100.0% | +17.0% | +83.0% | +82.8% |
| 10Y | +1,108.1% | +45.3% | +1,062.8% | +886.7% |
| All | +1,064.4% | +179.1% | +885.3% | +318.8% |
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 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