-58.5%
PSKY vs IONS
+717.9%
-776.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.1% | -4.3% |
| 7D | -24.6% | -5.2% | -19.4% | -23.8% |
| 30D | -36.1% | -16.5% | -19.6% | -33.7% |
| 3M | -37.1% | -43.3% | +6.2% | -28.6% |
| 6M | -40.5% | -42.9% | +2.4% | -32.6% |
| YTD | -47.7% | -45.7% | -2.0% | -40.2% |
| 1Y | -58.4% | -41.2% | -17.1% | -53.2% |
| 3Y | -40.7% | -10.8% | -29.9% | -40.8% |
| 5Y | -80.0% | +22.3% | -102.4% | -81.8% |
| 10Y | -84.4% | +48.1% | -132.5% | -87.5% |
| All | -58.5% | +717.9% | -776.4% | -82.1% |
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 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