+17,524.8%
PSA vs IONS
+266.7%
+17,258.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | +3.9% | -9.4% | +13.3% | +4.6% |
| 30D | +19.7% | -10.7% | +30.4% | +20.6% |
| 3M | +4.3% | -27.7% | +31.9% | +6.5% |
| 6M | +11.4% | -48.7% | +60.1% | +16.2% |
| YTD | +33.9% | -50.2% | +84.1% | +39.9% |
| 1Y | +28.3% | -46.8% | +75.1% | +33.3% |
| 3Y | +53.5% | -14.8% | +68.3% | +52.2% |
| 5Y | +30.6% | +17.0% | +13.6% | +25.4% |
| 10Y | +145.8% | +45.3% | +100.5% | +125.0% |
| All | +17,524.8% | +266.7% | +17,258.1% | +12,751.6% |
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