-78.1%
PSKY vs IONS
+23.1%
-101.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.1% | -3.9% |
| 7D | -24.6% | -5.2% | -19.4% | -23.2% |
| 30D | -36.1% | -16.5% | -19.6% | -32.1% |
| 3M | -53.4% | -41.6% | -11.8% | -40.6% |
| 6M | -53.4% | -41.6% | -11.8% | -40.6% |
| YTD | -53.4% | -41.6% | -11.8% | -40.6% |
| 1Y | -58.4% | -41.2% | -17.1% | -47.0% |
| 3Y | -40.7% | -10.8% | -29.9% | -34.5% |
| All | -78.1% | +23.1% | -101.2% | -79.6% |
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 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