+71.1%
PBR vs IONS
-12.9%
+84.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.4% |
| 7D | +0.3% | -8.7% | +9.0% | 0.0% |
| 30D | +17.5% | -1.6% | +19.1% | +17.4% |
| 3M | +20.9% | -24.9% | +45.8% | +21.6% |
| 6M | +20.2% | -25.7% | +45.9% | +20.8% |
| YTD | +84.3% | -29.2% | +113.5% | +85.6% |
| All | +71.1% | -12.9% | +84.0% | +68.3% |
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