-62.4%
IONS vs PFG
+38.8%
-101.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.8% |
| 7D | -29.6% | +0.1% | -29.7% | -29.3% |
| 30D | -35.6% | +5.0% | -40.5% | -35.3% |
| 3M | -51.7% | +0.1% | -51.7% | -51.4% |
| 6M | -64.0% | +13.8% | -77.8% | -65.1% |
| YTD | -65.5% | +31.2% | -96.7% | -67.8% |
| 1Y | -62.4% | +37.1% | -99.5% | -65.0% |
| All | -62.4% | +38.8% | -101.2% | -65.0% |
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