+419.1%
PFGC vs IONS
+47.4%
+371.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -2.2% | -4.8% | +2.6% | -1.4% |
| 30D | -11.9% | +7.2% | -19.1% | -13.2% |
| 3M | +5.0% | -22.7% | +27.7% | +8.8% |
| 6M | +8.6% | -26.9% | +35.5% | +13.6% |
| YTD | +9.7% | -26.6% | +36.3% | +14.4% |
| 1Y | -6.3% | -2.1% | -4.2% | -7.7% |
| 3Y | +58.2% | +43.4% | +14.8% | +39.3% |
| 5Y | +110.4% | +47.0% | +63.4% | +80.1% |
| 10Y | +272.8% | +97.2% | +175.6% | +222.0% |
| All | +419.1% | +47.4% | +371.7% | +346.9% |
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