-19.6%
MSFU vs IONS
-2.1%
-17.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | -5.7% | -4.8% | -0.8% | -6.2% |
| 30D | +4.2% | +7.2% | -3.0% | +4.9% |
| 3M | +27.9% | -22.7% | +50.6% | +27.2% |
| 6M | +37.1% | -26.9% | +64.0% | +33.9% |
| YTD | -7.4% | -26.6% | +19.2% | -9.7% |
| 1Y | -19.6% | -2.1% | -17.5% | -11.6% |
| All | -19.6% | -2.1% | -17.5% | -11.6% |
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