+504.3%
MUU vs IONS
-44.5%
+548.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.7% | -13.3% | -13.7% |
| 7D | -35.9% | -10.6% | -25.3% | -32.5% |
| 30D | -47.1% | -7.7% | -39.4% | -44.8% |
| 3M | -29.8% | -27.1% | -2.8% | -21.7% |
| 6M | +16.0% | -46.8% | +62.8% | +29.1% |
| YTD | +286.1% | -49.2% | +335.3% | +351.6% |
| 1Y | +504.3% | -44.9% | +549.2% | +576.9% |
| All | +504.3% | -44.5% | +548.9% | +576.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling