-44.9%
IONS vs PSLV
+7.9%
-52.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.0% | -6.7% | -1.1% |
| 7D | -10.6% | -2.6% | -7.9% | -10.4% |
| 30D | -7.7% | -14.2% | +6.5% | -6.8% |
| 3M | -27.1% | -12.2% | -14.8% | -26.5% |
| 6M | -46.8% | -28.1% | -18.7% | -45.6% |
| YTD | -49.2% | -28.2% | -21.0% | -46.0% |
| 1Y | -44.9% | +9.1% | -54.0% | -37.5% |
| All | -44.9% | +7.9% | -52.8% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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