-12.3%
PSKY vs IONS
+46.3%
-58.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -0.2% | -4.8% | +4.7% | +0.7% |
| 30D | +24.0% | +7.2% | +16.8% | +22.3% |
| 3M | +2.2% | -22.7% | +24.9% | +6.2% |
| 6M | -9.0% | -26.9% | +17.9% | -4.5% |
| YTD | -18.1% | -26.6% | +8.4% | -14.2% |
| 1Y | -25.1% | -2.1% | -23.0% | -25.7% |
| All | -12.3% | +46.3% | -58.6% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling