+1,174.9%
MRVL vs IONS
+119.5%
+1,055.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -21.4% | +30.8% | +13.7% |
| 7D | -9.8% | -24.8% | +15.0% | -5.3% |
| 30D | -43.8% | -31.5% | -12.3% | -39.8% |
| 3M | -29.3% | -45.2% | +15.9% | -21.1% |
| 6M | -9.1% | -59.1% | +50.0% | +6.0% |
| YTD | +82.2% | -60.8% | +143.0% | +114.2% |
| 1Y | +70.3% | -57.9% | +128.2% | +96.8% |
| 3Y | +197.0% | -34.5% | +231.5% | +205.3% |
| 5Y | +115.8% | -8.8% | +124.6% | +105.1% |
| 10Y | +1,204.0% | -19.2% | +1,223.3% | +1,086.5% |
| All | +1,174.9% | +119.5% | +1,055.4% | +376.3% |
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 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