-17.3%
PCOR vs IONS
-16.3%
-1.0%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +1.9% |
| 7D | +20.7% | -30.3% | +51.0% | +30.1% |
| 30D | +35.7% | -37.7% | +73.4% | +50.3% |
| 3M | +31.1% | -50.5% | +81.5% | +53.0% |
| 6M | +43.1% | -62.8% | +105.9% | +77.2% |
| YTD | +4.8% | -64.4% | +69.2% | +30.3% |
| 1Y | -3.7% | -59.5% | +55.8% | +14.8% |
| 3Y | +46.5% | -39.2% | +85.7% | +43.6% |
| 5Y | -17.3% | -15.3% | -1.9% | -35.2% |
| All | -17.3% | -16.3% | -1.0% | -35.2% |
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 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