+683.0%
PHM vs IONS
-27.6%
+710.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.1% | +5.2% | -2.3% |
| 7D | +2.9% | -30.3% | +33.2% | +9.0% |
| 30D | +16.5% | -37.7% | +54.2% | +25.8% |
| 3M | +0.6% | -50.5% | +51.1% | +13.1% |
| 6M | +11.6% | -62.8% | +74.3% | +30.8% |
| YTD | +12.1% | -64.4% | +76.5% | +32.3% |
| 1Y | +9.6% | -59.5% | +69.1% | +26.1% |
| 3Y | +62.3% | -39.2% | +101.5% | +66.3% |
| 5Y | +170.4% | -15.3% | +185.7% | +153.0% |
| 10Y | +683.0% | -31.2% | +714.2% | +643.4% |
| All | +683.0% | -27.6% | +710.6% | +643.4% |
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