+196.2%
PAAS vs IONS
-32.1%
+228.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.0% | -1.4% |
| 7D | -8.9% | -26.3% | +17.4% | -5.8% |
| 30D | -11.4% | -31.9% | +20.5% | -7.4% |
| 3M | -20.4% | -48.0% | +27.5% | -14.0% |
| 6M | -40.7% | -62.6% | +21.9% | -33.7% |
| YTD | -26.9% | -63.3% | +36.3% | -18.0% |
| 1Y | -3.1% | -58.4% | +55.3% | +7.1% |
| 3Y | +199.3% | -38.2% | +237.5% | +206.5% |
| 5Y | +48.3% | -11.1% | +59.4% | +45.0% |
| All | +196.2% | -32.1% | +228.3% | +202.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling