+1,124.1%
MSTR vs IONS
+198.5%
+925.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -5.9% | -8.5% |
| 7D | -8.7% | -12.6% | +3.9% | -5.6% |
| 30D | -21.4% | -11.8% | -9.6% | -19.0% |
| 3M | +31.4% | -28.4% | +59.8% | +41.6% |
| 6M | -30.8% | -48.4% | +17.6% | -20.5% |
| YTD | -14.9% | -51.0% | +36.0% | -1.3% |
| 1Y | -49.3% | -48.0% | -1.2% | -42.1% |
| 3Y | +184.8% | -17.8% | +202.6% | +183.7% |
| 5Y | +62.1% | +15.2% | +47.0% | +50.8% |
| 10Y | +580.0% | +43.0% | +536.9% | +445.3% |
| All | +1,124.1% | +198.5% | +925.7% | +302.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling