+800.1%
PH vs IONS
+98.1%
+702.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.1% | -4.8% | +1.8% | -2.3% |
| 30D | -3.2% | +7.2% | -10.4% | -4.5% |
| 3M | +10.6% | -22.7% | +33.3% | +14.3% |
| 6M | -2.1% | -26.9% | +24.8% | +2.1% |
| YTD | +10.2% | -26.6% | +36.8% | +14.8% |
| 1Y | +28.2% | -2.1% | +30.3% | +26.5% |
| 3Y | +134.9% | +43.4% | +91.5% | +107.6% |
| 5Y | +253.6% | +47.0% | +206.6% | +201.3% |
| All | +800.1% | +98.1% | +702.1% | +592.3% |
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 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