+29.3%
PSA vs IONS
-44.5%
+73.9%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.9% |
| 7D | +10.5% | -10.6% | +21.1% | +11.6% |
| 30D | +21.7% | -7.7% | +29.4% | +22.4% |
| 3M | +6.1% | -27.1% | +33.2% | +8.9% |
| 6M | +18.3% | -46.8% | +65.1% | +24.3% |
| YTD | +36.1% | -49.2% | +85.3% | +43.8% |
| 1Y | +29.3% | -44.9% | +74.2% | +33.7% |
| All | +29.3% | -44.5% | +73.9% | +33.7% |
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