+304.8%
MXL vs IONS
-60.0%
+364.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +6.4% | -11.8% | -5.6% |
| 7D | +13.4% | -26.3% | +39.7% | +14.2% |
| 30D | -29.2% | -31.9% | +2.7% | -27.6% |
| 3M | -27.2% | -48.0% | +20.8% | -25.1% |
| 6M | -36.4% | -62.6% | +26.1% | -38.8% |
| YTD | +220.0% | -63.3% | +283.3% | +207.5% |
| 1Y | +304.8% | -58.4% | +363.2% | +279.9% |
| All | +304.8% | -60.0% | +364.7% | +279.9% |
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