+37.6%
PPG vs IONS
-44.5%
+82.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.6% | +5.0% |
| 7D | +7.5% | -10.6% | +18.0% | +8.7% |
| 30D | +20.9% | -7.7% | +28.6% | +21.8% |
| 3M | +8.7% | -27.1% | +35.8% | +12.1% |
| 6M | +23.8% | -46.8% | +70.6% | +28.5% |
| YTD | +26.5% | -49.2% | +75.8% | +32.4% |
| 1Y | +37.6% | -44.9% | +82.5% | +43.7% |
| All | +37.6% | -44.5% | +82.1% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling