-76.4%
PCG vs IONS
-29.6%
-46.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | -2.2% | -29.4% | +27.2% | +1.4% |
| 30D | -0.5% | -35.1% | +34.7% | +4.3% |
| 3M | -24.0% | -48.9% | +24.9% | -18.1% |
| 6M | -18.6% | -62.4% | +43.8% | -9.6% |
| YTD | -17.7% | -64.2% | +46.5% | -8.2% |
| 1Y | -20.0% | -60.9% | +40.9% | -11.8% |
| 3Y | -20.2% | -38.9% | +18.6% | -19.0% |
| 5Y | +8.4% | -15.6% | +24.0% | +2.8% |
| 10Y | -76.4% | -33.5% | -42.9% | -77.1% |
| All | -76.4% | -29.6% | -46.8% | -77.1% |
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