-10.6%
PATH vs IONS
-46.2%
+35.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -3.4% |
| 7D | -5.6% | -12.6% | +7.0% | -4.6% |
| 30D | -0.7% | -11.8% | +11.1% | +0.2% |
| 3M | -5.9% | -28.4% | +22.5% | -4.5% |
| 6M | +21.6% | -48.4% | +70.0% | +22.0% |
| YTD | -20.6% | -51.0% | +30.3% | -18.9% |
| 1Y | -10.6% | -48.0% | +37.5% | -9.3% |
| All | -10.6% | -46.2% | +35.6% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling