+63.2%
PAAS vs IONS
-16.3%
+79.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -9.1% | +3.2% | -4.3% |
| 7D | +4.2% | -30.3% | +34.4% | +10.2% |
| 30D | -13.8% | -37.7% | +24.0% | -6.9% |
| 3M | -22.7% | -50.5% | +27.8% | -13.3% |
| 6M | -32.1% | -62.8% | +30.7% | -20.8% |
| YTD | -22.3% | -64.4% | +42.1% | -8.6% |
| 1Y | +7.7% | -59.5% | +67.1% | +23.7% |
| 3Y | +214.0% | -39.2% | +253.2% | +222.2% |
| 5Y | +63.2% | -15.3% | +78.6% | +58.2% |
| All | +63.2% | -16.3% | +79.5% | +58.2% |
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