-87.2%
MSTU vs IONS
-44.5%
-42.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.7% | +11.0% | +10.4% |
| 7D | -4.8% | -10.6% | +5.7% | -3.9% |
| 30D | -29.6% | -7.7% | -21.9% | -29.0% |
| 3M | +69.4% | -27.1% | +96.5% | +70.4% |
| 6M | -62.2% | -46.8% | -15.5% | -61.2% |
| YTD | -61.1% | -49.2% | -11.8% | -59.1% |
| 1Y | -87.2% | -44.9% | -42.3% | -87.6% |
| All | -87.2% | -44.5% | -42.6% | -87.6% |
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