+2,683.6%
MUU vs IONS
+49.0%
+2,634.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +6.0% |
| 7D | +15.0% | -8.7% | +23.7% | +19.4% |
| 30D | +36.8% | -1.6% | +38.4% | +36.8% |
| 3M | -8.5% | -24.9% | +16.4% | -2.1% |
| 6M | +320.7% | -25.7% | +346.4% | +353.8% |
| YTD | +599.7% | -29.2% | +628.9% | +678.5% |
| 1Y | +2,569.2% | -13.0% | +2,582.2% | +2,576.8% |
| All | +2,683.6% | +49.0% | +2,634.5% | +1,659.8% |
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