+1,269.9%
PAAS vs IONS
+422.2%
+847.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -2.9% | -4.8% | +2.0% | -2.6% |
| 30D | +6.8% | +7.2% | -0.4% | +6.3% |
| 3M | -2.9% | -22.7% | +19.8% | -1.5% |
| 6M | -16.4% | -26.9% | +10.5% | -14.9% |
| YTD | 0.0% | -26.6% | +26.6% | +1.9% |
| 1Y | +54.3% | -2.1% | +56.4% | +53.9% |
| 3Y | +230.7% | +43.4% | +187.2% | +216.7% |
| 5Y | +111.6% | +47.0% | +64.6% | +101.1% |
| 10Y | +211.7% | +97.2% | +114.5% | +182.1% |
| All | +1,269.9% | +422.2% | +847.7% | +880.1% |
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 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