+23.6%
MGY vs IONS
-36.9%
+60.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.4% | -4.8% | +1.1% |
| 7D | +4.5% | -26.3% | +30.8% | +6.6% |
| 30D | -0.4% | -31.9% | +31.5% | +2.1% |
| 3M | -4.3% | -48.0% | +43.6% | -0.3% |
| 6M | -12.9% | -62.6% | +49.7% | -7.2% |
| YTD | +15.2% | -63.3% | +78.5% | +22.8% |
| 1Y | +10.3% | -58.4% | +68.7% | +16.2% |
| 3Y | +23.6% | -38.2% | +61.8% | +14.5% |
| All | +23.6% | -36.9% | +60.5% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling