+652.3%
PBR vs IONS
+93.9%
+558.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +0.3% | -8.7% | +9.0% | +1.7% |
| 30D | +17.5% | -1.6% | +19.1% | +17.7% |
| 3M | +20.9% | -24.9% | +45.8% | +25.3% |
| 6M | +20.2% | -25.7% | +45.9% | +24.5% |
| YTD | +84.3% | -29.2% | +113.5% | +92.0% |
| 1Y | +77.1% | -13.0% | +90.1% | +77.7% |
| 3Y | +100.8% | +35.9% | +64.9% | +78.5% |
| 5Y | +556.1% | +54.5% | +501.6% | +448.1% |
| All | +652.3% | +93.9% | +558.4% | +547.9% |
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