+5,975.2%
MU vs IONS
+98.1%
+5,877.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | -4.8% | +13.8% | +10.3% |
| 30D | +13.8% | +7.2% | +6.6% | +11.4% |
| 3M | +2.1% | -22.7% | +24.8% | +7.0% |
| 6M | +153.8% | -26.9% | +180.7% | +170.0% |
| YTD | +256.4% | -26.6% | +283.0% | +278.7% |
| 1Y | +719.8% | -2.1% | +721.9% | +704.4% |
| 3Y | +1,360.4% | +43.4% | +1,316.9% | +1,126.0% |
| 5Y | +1,312.4% | +47.0% | +1,265.4% | +1,034.8% |
| All | +5,975.2% | +98.1% | +5,877.2% | +4,440.0% |
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 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