+210.4%
MGY vs IONS
+0.9%
+209.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.7% |
| 7D | +3.5% | -6.7% | +10.2% | +4.9% |
| 30D | +5.3% | -4.1% | +9.4% | +5.9% |
| 3M | +2.6% | -26.6% | +29.2% | +7.8% |
| 6M | -3.3% | -27.5% | +24.2% | +1.5% |
| YTD | +29.2% | -31.5% | +60.7% | +36.9% |
| 1Y | +18.0% | -15.3% | +33.4% | +19.2% |
| 3Y | +30.0% | +31.3% | -1.3% | +13.1% |
| 5Y | +92.7% | +50.2% | +42.5% | +54.4% |
| All | +210.4% | +0.9% | +209.5% | +166.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling