+1,138.0%
MUU vs IONS
-17.5%
+1,155.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -21.4% | +33.8% | +21.1% |
| 7D | -27.2% | -24.8% | -2.3% | -19.2% |
| 30D | -54.0% | -31.5% | -22.5% | -46.4% |
| 3M | -41.4% | -45.2% | +3.8% | -25.6% |
| 6M | -42.5% | -59.1% | +16.6% | -20.7% |
| YTD | +211.2% | -60.8% | +272.0% | +341.2% |
| 1Y | +313.4% | -57.9% | +371.2% | +463.7% |
| All | +1,138.0% | -17.5% | +1,155.6% | +897.2% |
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