+26.1%
PAAS vs IONS
-44.5%
+70.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.7% | +9.0% | +8.5% |
| 7D | -1.1% | -10.6% | +9.5% | +1.1% |
| 30D | -8.5% | -7.7% | -0.7% | -7.0% |
| 3M | -7.3% | -27.1% | +19.8% | -2.0% |
| 6M | -18.3% | -46.8% | +28.5% | -13.0% |
| YTD | -19.2% | -49.2% | +30.1% | -11.0% |
| 1Y | +26.1% | -44.9% | +71.1% | +40.2% |
| All | +26.1% | -44.5% | +70.7% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling