-21.6%
PINS vs IONS
-62.3%
+40.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.6% |
| 7D | -3.4% | -29.6% | +26.2% | +6.5% |
| 30D | -14.5% | -35.6% | +21.0% | -3.1% |
| 3M | -16.5% | -51.7% | +35.2% | +3.4% |
| 6M | -7.0% | -64.0% | +57.0% | +24.1% |
| YTD | -26.1% | -65.5% | +39.3% | -0.8% |
| 1Y | -30.0% | -62.4% | +32.4% | -9.1% |
| 3Y | -38.5% | -41.1% | +2.6% | -38.5% |
| 5Y | -58.4% | -16.5% | -41.9% | -66.5% |
| All | -21.6% | -62.3% | +40.7% | -17.4% |
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