+270.8%
PNC vs IONS
+92.6%
+178.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.0% |
| 7D | -0.9% | -4.3% | +3.4% | -0.3% |
| 30D | -4.4% | +0.4% | -4.8% | -4.6% |
| 3M | +5.3% | -24.1% | +29.4% | +8.6% |
| 6M | +19.6% | -26.4% | +46.0% | +23.8% |
| YTD | +19.1% | -29.7% | +48.8% | +24.0% |
| 1Y | +24.3% | -13.0% | +37.4% | +24.8% |
| 3Y | +132.2% | +35.0% | +97.2% | +109.9% |
| 5Y | +52.3% | +54.2% | -1.9% | +31.2% |
| All | +270.8% | +92.6% | +178.1% | +202.4% |
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