+2,791.3%
PNR vs IONS
+440.4%
+2,350.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.4% | -4.8% | +2.5% | -1.9% |
| 30D | -12.8% | +7.2% | -20.0% | -13.4% |
| 3M | -17.0% | -22.7% | +5.7% | -15.4% |
| 6M | -37.4% | -26.9% | -10.5% | -35.9% |
| YTD | -41.6% | -26.6% | -15.0% | -40.3% |
| 1Y | -44.6% | -2.1% | -42.5% | -45.0% |
| 3Y | -12.1% | +43.4% | -55.6% | -17.4% |
| 5Y | -17.4% | +47.0% | -64.4% | -23.6% |
| 10Y | +64.0% | +97.2% | -33.2% | +42.6% |
| All | +2,791.3% | +440.4% | +2,350.9% | +1,910.2% |
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