+14.1%
PCG vs IONS
+17.1%
-3.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.1% |
| 7D | -1.6% | -9.4% | +7.8% | -0.6% |
| 30D | +1.4% | -10.7% | +12.1% | +2.6% |
| 3M | -23.4% | -27.7% | +4.3% | -20.9% |
| 6M | -19.4% | -48.7% | +29.3% | -14.3% |
| YTD | -18.5% | -50.2% | +31.7% | -13.2% |
| 1Y | -19.5% | -46.8% | +27.3% | -15.0% |
| 3Y | -21.0% | -14.8% | -6.1% | -22.7% |
| All | +14.1% | +17.1% | -3.0% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling