+297.0%
MXL vs IONS
-44.5%
+341.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.7% | -10.5% | -11.0% |
| 7D | -24.3% | -10.6% | -13.8% | -23.2% |
| 30D | -46.1% | -7.7% | -38.4% | -45.4% |
| 3M | -21.8% | -27.1% | +5.3% | -20.2% |
| 6M | -27.2% | -46.8% | +19.6% | -30.7% |
| YTD | +226.2% | -49.2% | +275.4% | +213.9% |
| 1Y | +297.0% | -44.9% | +341.9% | +266.9% |
| All | +297.0% | -44.5% | +341.5% | +266.9% |
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