-22.3%
PINS vs IONS
-61.1%
+38.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.1% | +8.5% | +2.3% |
| 7D | -6.9% | -30.3% | +23.3% | +3.0% |
| 30D | -11.4% | -37.7% | +26.3% | +1.5% |
| 3M | -22.2% | -50.5% | +28.3% | -4.5% |
| 6M | -10.9% | -62.8% | +51.9% | +17.7% |
| YTD | -26.8% | -64.4% | +37.6% | -2.6% |
| 1Y | -29.8% | -59.5% | +29.6% | -11.2% |
| 3Y | -39.0% | -39.2% | +0.2% | -39.6% |
| 5Y | -58.7% | -15.3% | -43.3% | -66.8% |
| All | -22.3% | -61.1% | +38.8% | -19.0% |
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