+800.4%
PRU vs IONS
+191.2%
+609.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +1.9% | -4.8% | +6.7% | +2.8% |
| 30D | +2.7% | +7.2% | -4.5% | +1.2% |
| 3M | +19.5% | -22.7% | +42.1% | +23.9% |
| 6M | +26.6% | -26.9% | +53.5% | +32.6% |
| YTD | +12.3% | -26.6% | +38.9% | +17.3% |
| 1Y | +18.0% | -2.1% | +20.2% | +16.1% |
| 3Y | +47.0% | +43.4% | +3.6% | +28.6% |
| 5Y | +48.4% | +47.0% | +1.4% | +24.7% |
| 10Y | +142.4% | +97.2% | +45.3% | +76.4% |
| All | +800.4% | +191.2% | +609.2% | +322.9% |
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