+15,513.2%
PSA vs IONS
+440.4%
+15,072.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -3.7% | -4.8% | +1.2% | -3.3% |
| 30D | -7.7% | +7.2% | -14.9% | -8.2% |
| 3M | -0.6% | -22.7% | +22.1% | +0.9% |
| 6M | -0.9% | -26.9% | +26.0% | +0.9% |
| YTD | +18.7% | -26.6% | +45.2% | +20.7% |
| 1Y | +7.6% | -2.1% | +9.8% | +7.2% |
| 3Y | +23.7% | +43.4% | -19.8% | +18.2% |
| 5Y | +13.7% | +47.0% | -33.3% | +7.4% |
| 10Y | +98.9% | +97.2% | +1.7% | +78.1% |
| All | +15,513.2% | +440.4% | +15,072.8% | +10,991.0% |
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