+4,625.1%
PNC vs IONS
+440.4%
+4,184.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +1.4% | -4.8% | +6.2% | +1.9% |
| 30D | -3.8% | +7.2% | -11.0% | -4.6% |
| 3M | +9.0% | -22.7% | +31.7% | +11.2% |
| 6M | +16.6% | -26.9% | +43.5% | +19.5% |
| YTD | +20.4% | -26.6% | +47.0% | +23.3% |
| 1Y | +22.3% | -2.1% | +24.5% | +21.4% |
| 3Y | +124.5% | +43.4% | +81.1% | +110.4% |
| 5Y | +54.1% | +47.0% | +7.1% | +41.9% |
| 10Y | +276.3% | +97.2% | +179.1% | +225.0% |
| All | +4,625.1% | +440.4% | +4,184.7% | +3,191.4% |
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 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