+186.4%
PAAS vs IONS
-5.7%
+192.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.4% | +24.3% | +5.5% |
| 7D | +8.8% | -24.8% | +33.7% | +12.2% |
| 30D | -8.5% | -31.5% | +23.1% | -4.5% |
| 3M | -17.0% | -45.2% | +28.2% | -11.1% |
| 6M | -27.9% | -59.1% | +31.2% | -20.6% |
| YTD | -17.5% | -60.8% | +43.3% | -8.5% |
| 1Y | +22.8% | -57.9% | +80.7% | +34.8% |
| 3Y | +224.2% | -34.5% | +258.7% | +229.6% |
| 5Y | +73.6% | -8.8% | +82.5% | +69.5% |
| 10Y | +186.4% | -19.2% | +205.6% | +205.7% |
| All | +186.4% | -5.7% | +192.0% | +205.7% |
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