+70.8%
PAAS vs IONS
+17.1%
+53.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +8.4% | -9.4% | +17.8% | +10.3% |
| 30D | -7.2% | -10.7% | +3.6% | -5.3% |
| 3M | -14.0% | -27.7% | +13.6% | -9.0% |
| 6M | -26.8% | -48.7% | +21.9% | -18.7% |
| YTD | -19.8% | -50.2% | +30.4% | -10.4% |
| 1Y | +22.8% | -46.8% | +69.6% | +35.4% |
| 3Y | +183.6% | -14.8% | +198.5% | +176.5% |
| All | +70.8% | +17.1% | +53.7% | +59.1% |
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 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