-92.7%
MSTU vs IONS
-2.1%
-90.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +21.3% | -4.8% | +26.2% | +21.6% |
| 30D | +90.8% | +7.2% | +83.6% | +87.1% |
| 3M | -6.8% | -22.7% | +15.9% | -5.9% |
| 6M | -39.8% | -26.9% | -12.9% | -37.7% |
| YTD | -55.7% | -26.6% | -29.1% | -54.3% |
| 1Y | -92.7% | -2.1% | -90.5% | -94.0% |
| All | -92.7% | -2.1% | -90.6% | -94.0% |
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