+154.2%
MSTR vs IONS
-34.1%
+188.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -21.4% | +18.8% | +3.2% |
| 7D | -4.0% | -24.8% | +20.9% | +3.1% |
| 30D | -18.6% | -31.5% | +12.9% | -10.4% |
| 3M | +25.6% | -45.2% | +70.8% | +45.9% |
| 6M | -33.1% | -59.1% | +26.0% | -16.9% |
| YTD | -17.3% | -60.8% | +43.5% | +3.8% |
| 1Y | -48.1% | -57.9% | +9.8% | -36.7% |
| 3Y | +154.2% | -34.5% | +188.7% | +141.2% |
| All | +154.2% | -34.1% | +188.3% | +141.2% |
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