+196.3%
MTSI vs IONS
-36.9%
+233.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.4% | -12.0% | -6.5% |
| 7D | +10.0% | -26.3% | +36.3% | +14.4% |
| 30D | -20.3% | -31.9% | +11.6% | -15.8% |
| 3M | -24.4% | -48.0% | +23.6% | -16.3% |
| 6M | -39.2% | -62.6% | +23.4% | -29.7% |
| YTD | +35.5% | -63.3% | +98.8% | +56.8% |
| 1Y | +43.0% | -58.4% | +101.4% | +60.8% |
| 3Y | +196.3% | -38.2% | +234.5% | +173.4% |
| All | +196.3% | -36.9% | +233.1% | +173.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling