+92.3%
MGY vs IONS
+53.9%
+38.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | -0.2% |
| 7D | +1.8% | -4.3% | +6.1% | +2.3% |
| 30D | +6.5% | +0.4% | +6.1% | +6.3% |
| 3M | +0.3% | -24.1% | +24.4% | +2.9% |
| 6M | -2.4% | -26.4% | +24.1% | +0.3% |
| YTD | +29.0% | -29.7% | +58.6% | +33.2% |
| 1Y | +17.0% | -13.0% | +30.1% | +17.3% |
| 3Y | +26.2% | +35.0% | -8.9% | +13.7% |
| 5Y | +92.3% | +54.2% | +38.1% | +59.9% |
| All | +92.3% | +53.9% | +38.4% | +59.9% |
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 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