-4.8%
PCOR vs IONS
-47.1%
+42.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.3% |
| 7D | +22.7% | -9.4% | +32.1% | +22.6% |
| 30D | +37.5% | -10.7% | +48.2% | +37.2% |
| 3M | +35.2% | -27.7% | +62.9% | +33.5% |
| 6M | +42.2% | -48.7% | +90.9% | +40.3% |
| YTD | +3.6% | -50.2% | +53.7% | +0.1% |
| 1Y | -4.8% | -46.8% | +42.0% | -9.7% |
| All | -4.8% | -47.1% | +42.4% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling