+488.3%
PFGC vs IONS
-21.4%
+509.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -21.4% | +25.3% | +7.7% |
| 7D | +10.8% | -24.8% | +35.7% | +15.7% |
| 30D | +17.8% | -31.5% | +49.3% | +24.9% |
| 3M | -2.7% | -45.2% | +42.5% | +7.0% |
| 6M | +20.0% | -59.1% | +79.1% | +37.8% |
| YTD | +24.3% | -60.8% | +85.1% | +43.6% |
| 1Y | +13.2% | -57.9% | +71.1% | +28.8% |
| 3Y | +85.9% | -34.5% | +120.4% | +87.9% |
| 5Y | +141.0% | -8.8% | +149.9% | +123.1% |
| 10Y | +370.6% | -19.2% | +389.8% | +354.7% |
| All | +488.3% | -21.4% | +509.6% | +460.8% |
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