-75.1%
PSKY vs IONS
+87.6%
-162.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.6% |
| 7D | -2.4% | -6.7% | +4.3% | -1.1% |
| 30D | +11.6% | -4.1% | +15.7% | +12.4% |
| 3M | +1.5% | -26.6% | +28.1% | +6.7% |
| 6M | +7.7% | -27.5% | +35.2% | +13.4% |
| YTD | -20.1% | -31.5% | +11.4% | -15.0% |
| 1Y | -38.3% | -15.3% | -22.9% | -37.1% |
| 3Y | -17.7% | +31.3% | -49.0% | -25.5% |
| 5Y | -69.9% | +50.2% | -120.1% | -74.0% |
| All | -75.1% | +87.6% | -162.8% | -78.1% |
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