+18.0%
MUB vs IONS
+88.4%
-70.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | 0.0% |
| 7D | -0.3% | -5.3% | +5.0% | -0.3% |
| 30D | -1.5% | +0.3% | -1.8% | -1.5% |
| 3M | -1.9% | -22.9% | +21.0% | -1.8% |
| 6M | -1.7% | -23.4% | +21.7% | -1.5% |
| YTD | -0.8% | -28.3% | +27.5% | -0.6% |
| 1Y | +1.5% | -7.0% | +8.5% | +1.5% |
| 3Y | +8.8% | +37.6% | -28.8% | +8.1% |
| 5Y | +2.0% | +53.4% | -51.4% | +1.2% |
| 10Y | +18.0% | +83.9% | -66.0% | +18.2% |
| All | +18.0% | +88.4% | -70.4% | +18.2% |
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 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