+34.8%
MXL vs IONS
+52.5%
-17.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.8% | +7.9% |
| 7D | +19.0% | -8.7% | +27.6% | +21.8% |
| 30D | +4.5% | -1.6% | +6.1% | +4.7% |
| 3M | -1.5% | -24.9% | +23.4% | +3.0% |
| 6M | +348.6% | -25.7% | +374.3% | +370.2% |
| YTD | +310.3% | -29.2% | +339.5% | +336.4% |
| 1Y | +344.7% | -13.0% | +357.7% | +342.4% |
| 3Y | +211.2% | +35.9% | +175.2% | +142.8% |
| 5Y | +34.8% | +54.5% | -19.6% | -11.3% |
| All | +34.8% | +52.5% | -17.7% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling