-47.1%
MSTR vs IONS
-59.1%
+12.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -14.2% | -29.4% | +15.3% | -12.1% |
| 30D | -19.9% | -35.1% | +15.3% | -17.6% |
| 3M | +27.3% | -48.9% | +76.2% | +30.7% |
| 6M | -37.6% | -62.4% | +24.9% | -35.5% |
| YTD | -19.5% | -64.2% | +44.7% | -15.9% |
| 1Y | -47.1% | -60.9% | +13.8% | -46.5% |
| All | -47.1% | -59.1% | +12.0% | -46.5% |
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