+4,385.7%
PNC vs IONS
+154.0%
+4,231.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.1% |
| 7D | +1.9% | -29.6% | +31.5% | +5.1% |
| 30D | +6.2% | -35.6% | +41.8% | +10.5% |
| 3M | -8.7% | -51.7% | +43.0% | -2.5% |
| 6M | +9.2% | -64.0% | +73.2% | +19.5% |
| YTD | +14.3% | -65.5% | +79.8% | +25.5% |
| 1Y | +27.7% | -62.4% | +90.1% | +38.8% |
| 3Y | +113.5% | -41.1% | +154.6% | +117.8% |
| 5Y | +36.7% | -16.5% | +53.2% | +32.8% |
| 10Y | +203.4% | -35.8% | +239.3% | +192.0% |
| All | +4,385.7% | +154.0% | +4,231.6% | +3,250.2% |
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