+18.9%
PFE vs IONS
-61.6%
+80.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.8% |
| 7D | -2.1% | -29.6% | +27.5% | +0.7% |
| 30D | +3.1% | -35.6% | +38.7% | +7.0% |
| 3M | +11.2% | -51.7% | +62.9% | +18.8% |
| 6M | +15.0% | -64.0% | +79.0% | +23.8% |
| YTD | +23.5% | -65.5% | +89.0% | +33.3% |
| 1Y | +18.9% | -62.4% | +81.3% | +24.4% |
| All | +18.9% | -61.6% | +80.5% | +24.4% |
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