-21.8%
PATH vs IONS
-17.7%
-4.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.4% | -0.3% | -3.1% |
| 7D | -5.6% | -12.6% | +7.0% | -3.4% |
| 30D | -0.7% | -11.8% | +11.1% | +1.5% |
| 3M | -5.9% | -28.4% | +22.5% | -0.8% |
| 6M | +21.6% | -48.4% | +70.0% | +33.5% |
| YTD | -20.6% | -51.0% | +30.3% | -11.9% |
| 1Y | -10.6% | -48.0% | +37.5% | -2.1% |
| All | -21.8% | -17.7% | -4.1% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling