+30.4%
PSA vs IONS
+17.1%
+13.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | +3.9% | -9.4% | +13.3% | +4.9% |
| 30D | +19.7% | -10.7% | +30.4% | +20.9% |
| 3M | +4.3% | -27.7% | +31.9% | +7.3% |
| 6M | +11.4% | -48.7% | +60.1% | +18.0% |
| YTD | +33.9% | -50.2% | +84.1% | +42.2% |
| 1Y | +28.3% | -46.8% | +75.1% | +35.2% |
| 3Y | +53.5% | -14.8% | +68.3% | +50.5% |
| All | +30.4% | +17.1% | +13.3% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling