+334.1%
PBF vs IONS
+88.4%
+245.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.6% | +3.8% |
| 7D | +2.4% | -5.3% | +7.7% | +3.6% |
| 30D | +24.9% | +0.3% | +24.6% | +24.5% |
| 3M | +81.9% | -22.9% | +104.7% | +89.8% |
| 6M | +79.4% | -23.4% | +102.8% | +86.1% |
| YTD | +188.3% | -28.3% | +216.6% | +203.8% |
| 1Y | +177.3% | -7.0% | +184.3% | +171.4% |
| 3Y | +56.0% | +37.6% | +18.4% | +29.8% |
| 5Y | +804.0% | +53.4% | +750.6% | +589.9% |
| 10Y | +334.1% | +83.9% | +250.2% | +187.6% |
| All | +334.1% | +88.4% | +245.7% | +187.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling