-81.2%
PATH vs IONS
-3.6%
-77.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.6% |
| 7D | -5.3% | -9.4% | +4.1% | -2.2% |
| 30D | -0.5% | -10.7% | +10.2% | +3.2% |
| 3M | -7.1% | -27.7% | +20.5% | +2.5% |
| 6M | +23.8% | -48.7% | +72.5% | +49.2% |
| YTD | -20.7% | -50.2% | +29.5% | -3.7% |
| 1Y | -8.1% | -46.8% | +38.7% | +8.7% |
| 3Y | -21.8% | -14.8% | -7.0% | -28.1% |
| 5Y | -76.8% | +17.0% | -93.9% | -83.0% |
| All | -81.2% | -3.6% | -77.6% | -83.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling