+27,934.1%
PGR vs IONS
+417.7%
+27,516.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -3.4% | -4.3% | +0.8% | -3.1% |
| 30D | +1.8% | +0.4% | +1.4% | +1.7% |
| 3M | +5.9% | -24.1% | +30.0% | +7.6% |
| 6M | +4.6% | -26.4% | +31.0% | +6.3% |
| YTD | +1.1% | -29.7% | +30.7% | +3.0% |
| 1Y | -6.6% | -13.0% | +6.5% | -6.2% |
| 3Y | +74.2% | +35.0% | +39.2% | +67.0% |
| 5Y | +159.5% | +54.2% | +105.3% | +143.5% |
| 10Y | +813.4% | +91.8% | +721.6% | +721.3% |
| All | +27,934.1% | +417.7% | +27,516.4% | +19,527.3% |
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