-93.7%
MSTU vs IONS
-8.4%
-85.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -5.3% |
| 7D | +12.9% | -8.7% | +21.6% | +13.5% |
| 30D | +68.3% | -1.6% | +70.0% | +67.0% |
| 3M | +0.4% | -24.9% | +25.3% | +1.0% |
| 6M | -41.5% | -25.7% | -15.8% | -41.0% |
| YTD | -61.7% | -29.2% | -32.5% | -60.4% |
| 1Y | -93.7% | -13.0% | -80.6% | -94.7% |
| All | -93.7% | -8.4% | -85.3% | -94.7% |
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