+982.8%
PAAS vs IONS
+248.8%
+734.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.9% |
| 7D | -0.4% | -12.6% | +12.2% | +0.6% |
| 30D | -11.6% | -11.8% | +0.2% | -10.8% |
| 3M | -15.6% | -28.4% | +12.8% | -13.5% |
| 6M | -19.1% | -48.4% | +29.3% | -15.5% |
| YTD | -20.9% | -51.0% | +30.0% | -17.1% |
| 1Y | +21.3% | -48.0% | +69.3% | +26.6% |
| 3Y | +177.4% | -17.8% | +195.2% | +176.7% |
| 5Y | +71.3% | +15.2% | +56.2% | +66.1% |
| 10Y | +181.5% | +43.0% | +138.5% | +161.0% |
| All | +982.8% | +248.8% | +734.0% | +697.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling