+119.0%
PAAS vs IONS
+47.7%
+71.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -2.9% | -4.8% | +2.0% | -2.1% |
| 30D | +6.8% | +7.2% | -0.4% | +5.5% |
| 3M | -2.9% | -22.7% | +19.8% | +0.2% |
| 6M | -16.4% | -26.9% | +10.5% | -12.9% |
| YTD | 0.0% | -26.6% | +26.6% | +4.3% |
| 1Y | +54.3% | -2.1% | +56.4% | +52.7% |
| 3Y | +230.7% | +43.4% | +187.2% | +191.2% |
| All | +119.0% | +47.7% | +71.2% | +86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling