+662.2%
MSI vs IONS
-36.2%
+698.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.5% |
| 7D | +2.6% | -29.6% | +32.2% | +6.6% |
| 30D | +18.1% | -35.6% | +53.7% | +24.0% |
| 3M | +13.2% | -51.7% | +64.9% | +23.2% |
| 6M | +36.3% | -64.0% | +100.3% | +53.0% |
| YTD | +39.5% | -65.5% | +105.0% | +57.2% |
| 1Y | +36.9% | -62.4% | +99.3% | +52.2% |
| 3Y | +76.1% | -41.1% | +117.2% | +77.9% |
| 5Y | +123.7% | -16.5% | +140.2% | +106.9% |
| All | +662.2% | -36.2% | +698.4% | +622.6% |
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 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