-18.9%
PINS vs IONS
-46.5%
+27.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.4% | -5.6% |
| 7D | -0.7% | -12.6% | +11.9% | +3.7% |
| 30D | -1.2% | -11.8% | +10.6% | +2.8% |
| 3M | -15.3% | -28.4% | +13.1% | -6.2% |
| 6M | -11.2% | -48.4% | +37.3% | +7.2% |
| YTD | -23.6% | -51.0% | +27.4% | -6.8% |
| 1Y | -23.1% | -48.0% | +24.9% | -8.6% |
| 3Y | -36.0% | -17.8% | -18.3% | -41.5% |
| 5Y | -57.2% | +15.2% | -72.4% | -68.4% |
| All | -18.9% | -46.5% | +27.6% | -22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling