+671.3%
MSI vs IONS
-29.6%
+700.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +7.7% | -29.4% | +37.1% | +11.9% |
| 30D | +19.9% | -35.1% | +55.0% | +25.8% |
| 3M | +14.9% | -48.9% | +63.8% | +24.1% |
| 6M | +37.2% | -62.4% | +99.7% | +53.2% |
| YTD | +40.8% | -64.2% | +105.0% | +57.8% |
| 1Y | +38.1% | -60.9% | +99.0% | +52.8% |
| 3Y | +77.7% | -38.9% | +116.6% | +78.7% |
| 5Y | +129.0% | -15.6% | +144.6% | +112.0% |
| 10Y | +671.3% | -33.5% | +704.7% | +620.9% |
| All | +671.3% | -29.6% | +700.9% | +620.9% |
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