+4,271.9%
MU vs IONS
-5.7%
+4,277.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -21.4% | +27.6% | +11.9% |
| 7D | -12.0% | -24.8% | +12.8% | -6.1% |
| 30D | -28.7% | -31.5% | +2.8% | -21.8% |
| 3M | -16.4% | -45.2% | +28.7% | -3.2% |
| 6M | -1.8% | -59.1% | +57.3% | +20.9% |
| YTD | +157.1% | -60.8% | +217.9% | +220.2% |
| 1Y | +208.5% | -57.9% | +266.4% | +275.7% |
| 3Y | +906.2% | -34.5% | +940.6% | +931.6% |
| 5Y | +893.4% | -8.8% | +902.2% | +788.8% |
| 10Y | +4,271.9% | -19.2% | +4,291.1% | +3,990.9% |
| All | +4,271.9% | -5.7% | +4,277.6% | +3,990.9% |
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 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