-6.1%
PATH vs IONS
+43.7%
-49.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.6% | -16.6% |
| 7D | -16.3% | -4.8% | -11.5% | -15.7% |
| 30D | +9.9% | +7.2% | +2.7% | +8.5% |
| 3M | +30.2% | -22.7% | +52.8% | +33.8% |
| 6M | +37.2% | -26.9% | +64.1% | +42.4% |
| YTD | -7.3% | -26.6% | +19.2% | -3.9% |
| 1Y | +40.0% | -2.1% | +42.1% | +36.8% |
| All | -6.1% | +43.7% | -49.8% | -10.4% |
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