+180.5%
MSTR vs IONS
-16.4%
+196.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -1.2% | -9.4% | +8.2% | +1.5% |
| 30D | -15.9% | -10.7% | -5.2% | -13.2% |
| 3M | +33.1% | -27.7% | +60.8% | +44.4% |
| 6M | -31.0% | -48.7% | +17.7% | -18.6% |
| YTD | -15.1% | -50.2% | +35.0% | +0.6% |
| 1Y | -45.6% | -46.8% | +1.2% | -37.3% |
| 3Y | +180.5% | -14.8% | +195.3% | +149.1% |
| All | +180.5% | -16.4% | +196.9% | +149.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling