+22.0%
MUB vs IONS
-27.6%
+49.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.1% | +8.6% | -0.3% |
| 7D | +0.6% | -30.3% | +30.9% | +1.0% |
| 30D | +3.4% | -37.7% | +41.2% | +3.9% |
| 3M | -0.7% | -50.5% | +49.8% | 0.0% |
| 6M | -1.0% | -62.8% | +61.8% | -0.1% |
| YTD | 0.0% | -64.4% | +64.4% | +0.9% |
| 1Y | +0.4% | -59.5% | +59.8% | +1.2% |
| 3Y | +10.5% | -39.2% | +49.7% | +10.6% |
| 5Y | +3.1% | -15.3% | +18.4% | +2.6% |
| 10Y | +22.0% | -31.2% | +53.2% | +22.5% |
| All | +22.0% | -27.6% | +49.7% | +22.5% |
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