+471.4%
MTSI vs IONS
-5.7%
+477.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -21.4% | +30.4% | +14.6% |
| 7D | +3.5% | -24.8% | +28.3% | +10.3% |
| 30D | -30.3% | -31.5% | +1.2% | -23.8% |
| 3M | -26.0% | -45.2% | +19.2% | -14.5% |
| 6M | -36.1% | -59.1% | +23.0% | -21.6% |
| YTD | +34.3% | -60.8% | +95.1% | +66.3% |
| 1Y | +35.3% | -57.9% | +93.1% | +63.5% |
| 3Y | +217.6% | -34.5% | +252.1% | +220.3% |
| 5Y | +210.1% | -8.8% | +218.9% | +168.2% |
| 10Y | +471.4% | -19.2% | +490.7% | +427.4% |
| All | +471.4% | -5.7% | +477.1% | +427.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling