+48,936.2%
MU vs IONS
+260.9%
+48,675.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -3.4% | -14.1% | -16.9% |
| 7D | -29.7% | -12.6% | -17.2% | -28.0% |
| 30D | -37.2% | -11.8% | -25.4% | -35.7% |
| 3M | -26.5% | -28.4% | +1.9% | -22.2% |
| 6M | +2.6% | -48.4% | +51.0% | +13.7% |
| YTD | +130.1% | -51.0% | +181.1% | +157.3% |
| 1Y | +176.7% | -48.0% | +224.7% | +205.9% |
| 3Y | +813.1% | -17.8% | +830.9% | +812.2% |
| 5Y | +822.0% | +15.2% | +806.8% | +753.5% |
| 10Y | +3,936.2% | +43.0% | +3,893.1% | +3,336.9% |
| All | +48,936.2% | +260.9% | +48,675.3% | +29,602.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling