+855.4%
MU vs IONS
-16.4%
+871.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.7% |
| 7D | -22.0% | -9.4% | -12.6% | -19.9% |
| 30D | -36.6% | -10.7% | -25.8% | -34.6% |
| 3M | -21.7% | -27.7% | +5.9% | -15.8% |
| 6M | +3.5% | -48.7% | +52.2% | +18.3% |
| YTD | +141.9% | -50.2% | +192.1% | +178.5% |
| 1Y | +189.8% | -46.8% | +236.6% | +227.6% |
| 3Y | +855.4% | -14.8% | +870.2% | +756.6% |
| All | +855.4% | -16.4% | +871.8% | +756.6% |
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