+713.9%
PH vs IONS
-27.6%
+741.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.1% | +10.0% | +2.4% |
| 7D | +2.1% | -30.3% | +32.4% | +7.5% |
| 30D | +0.3% | -37.7% | +38.0% | +7.5% |
| 3M | -8.8% | -50.5% | +41.7% | +1.4% |
| 6M | +10.0% | -62.8% | +72.8% | +27.1% |
| YTD | +10.5% | -64.4% | +74.8% | +28.4% |
| 1Y | +15.5% | -59.5% | +75.0% | +31.2% |
| 3Y | +136.4% | -39.2% | +175.5% | +140.4% |
| 5Y | +213.6% | -15.3% | +228.9% | +188.6% |
| 10Y | +713.9% | -31.2% | +745.1% | +690.8% |
| All | +713.9% | -27.6% | +741.5% | +690.8% |
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 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