-60.1%
PINS vs IONS
-11.8%
-48.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.3% | -1.4% |
| 7D | +1.0% | -26.3% | +27.3% | +7.9% |
| 30D | -12.0% | -31.9% | +19.9% | -4.0% |
| 3M | -17.9% | -48.0% | +30.1% | -4.3% |
| 6M | -1.0% | -62.6% | +61.5% | +24.0% |
| YTD | -26.0% | -63.3% | +37.2% | -7.5% |
| 1Y | -28.5% | -58.4% | +29.9% | -14.2% |
| 3Y | -39.2% | -38.2% | -1.0% | -41.1% |
| All | -60.1% | -11.8% | -48.2% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling