+1,272.2%
MUU vs IONS
-22.7%
+1,294.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.4% | -11.6% | -7.8% |
| 7D | +24.7% | -26.3% | +51.0% | +37.3% |
| 30D | -35.1% | -31.9% | -3.2% | -24.7% |
| 3M | -44.3% | -48.0% | +3.7% | -27.9% |
| 6M | -44.4% | -62.6% | +18.1% | -20.6% |
| YTD | +244.9% | -63.3% | +308.2% | +400.4% |
| 1Y | +365.6% | -58.4% | +424.0% | +537.2% |
| All | +1,272.2% | -22.7% | +1,294.9% | +1,031.1% |
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