-55.4%
IONS vs PFG
+43.7%
-99.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +4.0% | -25.4% | -20.9% |
| 7D | -24.8% | +2.3% | -27.1% | -24.3% |
| 30D | -31.5% | +7.6% | -39.1% | -31.1% |
| 3M | -45.2% | +2.5% | -47.7% | -44.8% |
| 6M | -59.1% | +16.6% | -75.7% | -60.3% |
| YTD | -60.8% | +34.1% | -94.9% | -63.5% |
| All | -55.4% | +43.7% | -99.2% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling