+3,705.5%
PANW vs IONS
+342.4%
+3,363.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.5% |
| 7D | -6.9% | -5.3% | -1.6% | -6.2% |
| 30D | -7.4% | +0.3% | -7.7% | -7.6% |
| 3M | +26.5% | -22.9% | +49.4% | +30.5% |
| 6M | +104.2% | -23.4% | +127.6% | +110.4% |
| YTD | +82.9% | -28.3% | +111.3% | +90.2% |
| 1Y | +70.7% | -7.0% | +77.8% | +68.8% |
| 3Y | +170.9% | +37.6% | +133.3% | +139.8% |
| 5Y | +334.1% | +53.4% | +280.7% | +268.0% |
| 10Y | +1,275.6% | +83.9% | +1,191.7% | +976.6% |
| All | +3,705.5% | +342.4% | +3,363.2% | +2,505.5% |
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