+145.5%
PRU vs IONS
+98.1%
+47.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +1.9% | -4.8% | +6.7% | +2.6% |
| 30D | +2.7% | +7.2% | -4.5% | +1.5% |
| 3M | +19.5% | -22.7% | +42.1% | +23.1% |
| 6M | +26.6% | -26.9% | +53.5% | +31.6% |
| YTD | +12.3% | -26.6% | +38.9% | +16.4% |
| 1Y | +18.0% | -2.1% | +20.2% | +16.2% |
| 3Y | +47.0% | +43.4% | +3.6% | +29.9% |
| 5Y | +48.4% | +47.0% | +1.4% | +26.2% |
| All | +145.5% | +98.1% | +47.4% | +91.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling