+265.1%
MU vs IONS
-44.5%
+309.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.7% | -6.3% | -6.9% |
| 7D | -19.1% | -10.6% | -8.5% | -17.1% |
| 30D | -25.2% | -7.7% | -17.5% | -23.8% |
| 3M | -10.9% | -27.1% | +16.2% | -6.0% |
| 6M | +38.0% | -46.8% | +84.8% | +45.3% |
| YTD | +178.8% | -49.2% | +228.1% | +199.6% |
| 1Y | +265.1% | -44.9% | +310.1% | +283.9% |
| All | +265.1% | -44.5% | +309.7% | +283.9% |
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