+595.0%
MSI vs IONS
+88.4%
+506.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.8% |
| 7D | -5.8% | -5.3% | -0.5% | -5.1% |
| 30D | -1.0% | +0.3% | -1.2% | -1.1% |
| 3M | +14.2% | -22.9% | +37.0% | +17.1% |
| 6M | +1.0% | -23.4% | +24.5% | +3.7% |
| YTD | +21.5% | -28.3% | +49.8% | +25.5% |
| 1Y | -2.1% | -7.0% | +4.9% | -2.7% |
| 3Y | +69.3% | +37.6% | +31.7% | +54.3% |
| 5Y | +99.3% | +53.4% | +45.9% | +74.0% |
| 10Y | +595.0% | +83.9% | +511.1% | +496.9% |
| All | +595.0% | +88.4% | +506.6% | +496.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling