-18.6%
PCG vs IONS
-34.1%
+15.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -21.4% | +22.7% | +2.7% |
| 7D | -1.1% | -24.8% | +23.8% | +0.6% |
| 30D | +0.1% | -31.5% | +31.6% | +2.4% |
| 3M | -24.4% | -45.2% | +20.8% | -21.5% |
| 6M | -17.7% | -59.1% | +41.4% | -13.2% |
| YTD | -17.4% | -60.8% | +43.4% | -12.7% |
| 1Y | -19.4% | -57.9% | +38.5% | -15.3% |
| 3Y | -18.6% | -34.5% | +15.9% | -19.5% |
| All | -18.6% | -34.1% | +15.5% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling