+129.9%
PSA vs IONS
-32.1%
+162.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.8% |
| 7D | -1.4% | -26.3% | +24.8% | +1.0% |
| 30D | +15.2% | -31.9% | +47.1% | +18.8% |
| 3M | +2.2% | -48.0% | +50.2% | +7.9% |
| 6M | +11.7% | -62.6% | +74.2% | +20.9% |
| YTD | +32.0% | -63.3% | +95.3% | +43.1% |
| 1Y | +26.3% | -58.4% | +84.7% | +35.3% |
| 3Y | +52.4% | -38.2% | +90.6% | +54.2% |
| 5Y | +26.3% | -11.1% | +37.4% | +21.7% |
| All | +129.9% | -32.1% | +162.0% | +128.9% |
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 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