+2,154.5%
PPG vs IONS
+427.5%
+1,727.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.3% |
| 7D | 0.0% | -5.3% | +5.3% | +0.5% |
| 30D | -7.8% | +0.3% | -8.0% | -7.8% |
| 3M | -2.2% | -22.9% | +20.7% | -0.4% |
| 6M | +4.1% | -23.4% | +27.6% | +6.1% |
| YTD | +9.1% | -28.3% | +37.4% | +11.7% |
| 1Y | +1.0% | -7.0% | +8.0% | +0.9% |
| 3Y | -13.3% | +37.6% | -50.9% | -17.6% |
| 5Y | -19.2% | +53.4% | -72.6% | -25.0% |
| 10Y | +25.9% | +83.9% | -58.0% | +11.2% |
| All | +2,154.5% | +427.5% | +1,727.0% | +1,377.0% |
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