+46.3%
PCG vs IONS
+260.9%
-214.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.1% |
| 7D | 0.0% | -12.6% | +12.6% | +0.7% |
| 30D | +5.8% | -11.8% | +17.7% | +6.5% |
| 3M | -22.8% | -28.4% | +5.6% | -21.5% |
| 6M | -18.4% | -48.4% | +30.0% | -15.9% |
| YTD | -16.9% | -51.0% | +34.1% | -14.1% |
| 1Y | -17.6% | -48.0% | +30.4% | -15.2% |
| 3Y | -20.0% | -17.8% | -2.2% | -20.3% |
| 5Y | +16.0% | +15.2% | +0.9% | +12.9% |
| 10Y | -76.7% | +43.0% | -119.7% | -77.9% |
| All | +46.3% | +260.9% | -214.6% | +20.6% |
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