+5.6%
PAAS vs IONS
-59.1%
+64.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -5.2% | -29.4% | +24.3% | -0.2% |
| 30D | -13.9% | -35.1% | +21.2% | -7.7% |
| 3M | -23.8% | -48.9% | +25.1% | -14.4% |
| 6M | -36.4% | -62.4% | +26.0% | -28.2% |
| YTD | -23.4% | -64.2% | +40.8% | -9.7% |
| 1Y | +5.6% | -60.9% | +66.5% | +26.1% |
| All | +5.6% | -59.1% | +64.8% | +26.1% |
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