+57.5%
PCG vs IONS
+440.4%
-382.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -13.9% | -4.8% | -9.0% | -13.6% |
| 30D | -16.9% | +7.2% | -24.1% | -17.2% |
| 3M | -14.7% | -22.7% | +7.9% | -13.8% |
| 6M | -23.8% | -26.9% | +3.1% | -22.8% |
| YTD | -10.5% | -26.6% | +16.1% | -9.4% |
| 1Y | -5.1% | -2.1% | -3.0% | -5.4% |
| 3Y | -11.6% | +43.4% | -55.0% | -14.4% |
| 5Y | +59.0% | +47.0% | +12.0% | +52.7% |
| 10Y | -75.7% | +97.2% | -172.9% | -77.3% |
| All | +57.5% | +440.4% | -382.9% | +27.2% |
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