+2.3%
MUB vs IONS
+47.7%
-45.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.9% | -4.8% | +4.0% | -0.8% |
| 30D | -1.4% | +7.2% | -8.6% | -1.5% |
| 3M | -2.2% | -22.7% | +20.5% | -2.0% |
| 6M | -1.9% | -26.9% | +25.0% | -1.7% |
| YTD | -0.8% | -26.6% | +25.8% | -0.6% |
| 1Y | +2.7% | -2.1% | +4.9% | +2.7% |
| 3Y | +8.6% | +43.4% | -34.8% | +7.8% |
| All | +2.3% | +47.7% | -45.5% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling