+9.7%
PCAR vs IONS
-59.8%
+69.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.2% | +0.4% |
| 7D | +3.8% | -30.3% | +34.1% | +4.8% |
| 30D | -2.0% | -37.7% | +35.8% | -0.2% |
| 3M | -19.1% | -50.5% | +31.4% | -16.2% |
| 6M | -6.8% | -62.8% | +56.0% | -2.9% |
| YTD | -2.5% | -64.4% | +61.9% | +2.6% |
| 1Y | +9.7% | -59.5% | +69.1% | +11.0% |
| All | +9.7% | -59.8% | +69.4% | +11.0% |
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 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