+9.6%
MUB vs IONS
-36.9%
+46.5%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -0.4% |
| 7D | -1.3% | -26.3% | +25.0% | -1.1% |
| 30D | +2.2% | -31.9% | +34.1% | +2.4% |
| 3M | -1.6% | -48.0% | +46.4% | -1.3% |
| 6M | -1.3% | -62.6% | +61.3% | -0.8% |
| YTD | -0.7% | -63.3% | +62.6% | -0.2% |
| 1Y | -0.2% | -58.4% | +58.2% | +0.2% |
| 3Y | +9.6% | -38.2% | +47.9% | +9.2% |
| All | +9.6% | -36.9% | +46.5% | +9.2% |
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 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