+87.0%
PR vs IONS
-44.5%
+131.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.9% | -6.5% |
| 7D | -12.1% | -10.6% | -1.5% | -11.9% |
| 30D | +0.9% | -7.7% | +8.6% | +1.0% |
| 3M | +10.1% | -27.1% | +37.2% | +11.0% |
| 6M | +1.1% | -46.8% | +47.9% | +4.1% |
| YTD | +63.7% | -49.2% | +112.9% | +69.9% |
| 1Y | +87.0% | -44.9% | +131.9% | +93.3% |
| All | +87.0% | -44.5% | +131.6% | +93.3% |
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