+995.4%
MU vs IONS
-38.5%
+1,033.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +11.8% |
| 7D | +2.0% | -29.4% | +31.5% | +9.2% |
| 30D | -18.0% | -35.1% | +17.2% | -10.3% |
| 3M | -6.6% | -48.9% | +42.3% | +7.4% |
| 6M | +2.0% | -62.4% | +64.5% | +23.5% |
| YTD | +184.5% | -64.2% | +248.7% | +248.6% |
| 1Y | +236.9% | -60.9% | +297.8% | +303.6% |
| All | +995.4% | -38.5% | +1,033.8% | +943.7% |
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