-39.0%
PINS vs IONS
-34.1%
-4.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.4% | +21.9% | +2.7% |
| 7D | -6.2% | -24.8% | +18.7% | -3.7% |
| 30D | -10.9% | -31.5% | +20.6% | -7.7% |
| 3M | -19.5% | -45.2% | +25.7% | -14.6% |
| 6M | -10.4% | -59.1% | +48.7% | -2.6% |
| YTD | -26.4% | -60.8% | +34.4% | -19.8% |
| 1Y | -29.6% | -57.9% | +28.2% | -24.3% |
| 3Y | -39.0% | -34.5% | -4.6% | -44.7% |
| All | -39.0% | -34.1% | -4.9% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling