+51.8%
PNC vs IONS
+54.4%
-2.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.8% |
| 7D | +2.3% | -5.3% | +7.6% | +2.9% |
| 30D | -3.8% | +0.3% | -4.1% | -3.9% |
| 3M | +7.8% | -22.9% | +30.7% | +10.0% |
| 6M | +19.7% | -23.4% | +43.1% | +22.2% |
| YTD | +19.1% | -28.3% | +47.4% | +22.4% |
| 1Y | +23.1% | -7.0% | +30.2% | +22.2% |
| 3Y | +132.1% | +37.6% | +94.5% | +111.5% |
| All | +51.8% | +54.4% | -2.6% | +34.8% |
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