+13.2%
PCAR vs IONS
-60.0%
+73.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | +0.1% |
| 7D | +4.9% | -26.3% | +31.2% | +5.6% |
| 30D | -1.4% | -31.9% | +30.5% | -0.2% |
| 3M | -18.1% | -48.0% | +29.9% | -15.5% |
| 6M | -4.0% | -62.6% | +58.5% | +0.5% |
| YTD | -1.5% | -63.3% | +61.8% | +3.4% |
| 1Y | +13.2% | -58.4% | +71.6% | +15.3% |
| All | +13.2% | -60.0% | +73.1% | +15.3% |
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