+361.5%
PFGC vs IONS
-27.6%
+389.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | +1.4% |
| 7D | +15.0% | -30.3% | +45.3% | +23.5% |
| 30D | +17.0% | -37.7% | +54.7% | +28.9% |
| 3M | -2.5% | -50.5% | +48.0% | +13.0% |
| 6M | +19.2% | -62.8% | +82.0% | +45.8% |
| YTD | +23.4% | -64.4% | +87.8% | +52.1% |
| 1Y | +13.9% | -59.5% | +73.3% | +35.6% |
| 3Y | +82.0% | -39.2% | +121.2% | +85.7% |
| 5Y | +128.7% | -15.3% | +144.0% | +103.3% |
| 10Y | +361.5% | -31.2% | +392.7% | +337.6% |
| All | +361.5% | -27.6% | +389.2% | +337.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling