-35.7%
MUU vs IONS
-64.1%
+28.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -2.8% |
| 7D | +43.7% | -29.6% | +73.3% | +47.9% |
| 30D | -37.2% | -35.6% | -1.7% | -33.1% |
| 3M | -36.1% | -51.7% | +15.6% | -30.8% |
| 6M | -35.7% | -64.0% | +28.3% | -46.8% |
| All | -35.7% | -64.1% | +28.4% | -46.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling