+186.6%
MU vs IONS
-59.8%
+246.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | +0.4% |
| 7D | -15.2% | -30.3% | +15.1% | -10.5% |
| 30D | -29.5% | -37.7% | +8.2% | -23.7% |
| 3M | -15.8% | -50.5% | +34.7% | -5.5% |
| 6M | -2.9% | -62.8% | +59.9% | +8.0% |
| YTD | +154.2% | -64.4% | +218.6% | +187.6% |
| 1Y | +186.6% | -59.5% | +246.1% | +208.2% |
| All | +186.6% | -59.8% | +246.3% | +208.2% |
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