+72.2%
MSFU vs IONS
+35.4%
+36.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.0% |
| 7D | -3.2% | -5.3% | +2.1% | -2.6% |
| 30D | -3.1% | +0.3% | -3.4% | -3.3% |
| 3M | +35.3% | -22.9% | +58.2% | +38.5% |
| 6M | +31.6% | -23.4% | +55.0% | +34.8% |
| YTD | -9.5% | -28.3% | +18.8% | -6.8% |
| 1Y | -18.4% | -7.0% | -11.4% | -19.9% |
| 3Y | +26.9% | +37.6% | -10.7% | +6.4% |
| All | +72.2% | +35.4% | +36.8% | +43.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling