+134.1%
PSA vs IONS
-27.6%
+161.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | +0.2% |
| 7D | +0.8% | -30.3% | +31.0% | +3.7% |
| 30D | +15.9% | -37.7% | +53.6% | +20.5% |
| 3M | +4.2% | -50.5% | +54.7% | +10.5% |
| 6M | +10.1% | -62.8% | +72.9% | +19.3% |
| YTD | +33.3% | -64.4% | +97.7% | +44.9% |
| 1Y | +28.2% | -59.5% | +87.7% | +37.7% |
| 3Y | +54.9% | -39.2% | +94.1% | +57.0% |
| 5Y | +28.3% | -15.3% | +43.7% | +24.3% |
| 10Y | +134.1% | -31.2% | +165.2% | +131.2% |
| All | +134.1% | -27.6% | +161.7% | +131.2% |
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