+206.7%
MGY vs IONS
+5.5%
+201.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.8% |
| 7D | -0.9% | -5.3% | +4.4% | +0.1% |
| 30D | +10.1% | +0.3% | +9.9% | +9.9% |
| 3M | -1.5% | -22.9% | +21.4% | +2.4% |
| 6M | -4.9% | -23.4% | +18.5% | -1.3% |
| YTD | +27.7% | -28.3% | +56.0% | +34.1% |
| 1Y | +20.1% | -7.0% | +27.1% | +18.9% |
| 3Y | +24.9% | +37.6% | -12.7% | +7.6% |
| 5Y | +91.6% | +53.4% | +38.2% | +53.2% |
| All | +206.7% | +5.5% | +201.2% | +161.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling