+185.5%
PAAS vs IONS
-27.6%
+213.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -9.1% | +3.2% | -4.7% |
| 7D | +4.2% | -30.3% | +34.4% | +8.5% |
| 30D | -13.8% | -37.7% | +24.0% | -8.9% |
| 3M | -22.7% | -50.5% | +27.8% | -16.1% |
| 6M | -32.1% | -62.8% | +30.7% | -24.2% |
| YTD | -22.3% | -64.4% | +42.1% | -12.7% |
| 1Y | +7.7% | -59.5% | +67.1% | +19.0% |
| 3Y | +214.0% | -39.2% | +253.2% | +222.3% |
| 5Y | +63.2% | -15.3% | +78.6% | +60.7% |
| 10Y | +185.5% | -31.2% | +216.7% | +196.7% |
| All | +185.5% | -27.6% | +213.1% | +196.7% |
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