+22,852.4%
PH vs IONS
+154.0%
+22,698.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.2% |
| 7D | +7.4% | -29.6% | +37.0% | +10.6% |
| 30D | +0.5% | -35.6% | +36.0% | +4.4% |
| 3M | -10.2% | -51.7% | +41.4% | -4.2% |
| 6M | +8.9% | -64.0% | +72.9% | +19.0% |
| YTD | +9.7% | -65.5% | +75.1% | +20.2% |
| 1Y | +12.8% | -62.4% | +75.2% | +22.6% |
| 3Y | +134.6% | -41.1% | +175.7% | +139.8% |
| 5Y | +204.5% | -16.5% | +221.0% | +196.5% |
| 10Y | +697.5% | -35.8% | +733.4% | +673.5% |
| All | +22,852.4% | +154.0% | +22,698.4% | +15,673.7% |
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