+21,889.5%
PH vs IONS
+266.7%
+21,622.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.7% |
| 7D | +2.0% | -9.4% | +11.4% | +3.0% |
| 30D | -3.7% | -10.7% | +7.1% | -2.7% |
| 3M | -14.0% | -27.7% | +13.6% | -11.4% |
| 6M | +2.1% | -48.7% | +50.8% | +8.2% |
| YTD | +5.1% | -50.2% | +55.2% | +11.6% |
| 1Y | +10.9% | -46.8% | +57.7% | +17.0% |
| 3Y | +132.9% | -14.8% | +147.8% | +130.7% |
| 5Y | +200.1% | +17.0% | +183.1% | +183.8% |
| 10Y | +783.8% | +45.3% | +738.5% | +697.2% |
| All | +21,889.5% | +266.7% | +21,622.8% | +14,541.3% |
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