+11,458.2%
PCAR vs IONS
+260.9%
+11,197.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -1.2% |
| 7D | +2.2% | -12.6% | +14.8% | +3.6% |
| 30D | -4.4% | -11.8% | +7.4% | -3.2% |
| 3M | -21.4% | -28.4% | +7.0% | -18.8% |
| 6M | -7.3% | -48.4% | +41.1% | -1.4% |
| YTD | -3.8% | -51.0% | +47.2% | +2.8% |
| 1Y | +6.3% | -48.0% | +54.3% | +12.8% |
| 3Y | +34.4% | -17.8% | +52.2% | +33.2% |
| 5Y | +109.2% | +15.2% | +94.1% | +96.6% |
| 10Y | +312.9% | +43.0% | +269.9% | +262.7% |
| All | +11,458.2% | +260.9% | +11,197.3% | +7,022.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling