-76.7%
PCG vs IONS
-5.7%
-71.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -21.4% | +22.7% | +3.8% |
| 7D | -1.1% | -24.8% | +23.8% | +2.0% |
| 30D | +0.1% | -31.5% | +31.6% | +4.2% |
| 3M | -24.4% | -45.2% | +20.8% | -19.3% |
| 6M | -17.7% | -59.1% | +41.4% | -9.5% |
| YTD | -17.4% | -60.8% | +43.4% | -8.9% |
| 1Y | -19.4% | -57.9% | +38.5% | -11.9% |
| 3Y | -18.6% | -34.5% | +15.9% | -18.0% |
| 5Y | +10.2% | -8.8% | +19.0% | +3.8% |
| 10Y | -76.7% | -19.2% | -57.5% | -77.5% |
| All | -76.7% | -5.7% | -71.0% | -77.5% |
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