+96.9%
PSX vs IONS
-44.5%
+141.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.6% |
| 7D | -5.2% | -10.6% | +5.4% | -6.1% |
| 30D | -3.7% | -7.7% | +4.0% | -4.3% |
| 3M | +26.8% | -27.1% | +53.9% | +24.0% |
| 6M | +47.3% | -46.8% | +94.1% | +42.5% |
| YTD | +105.4% | -49.2% | +154.7% | +100.8% |
| 1Y | +96.9% | -44.9% | +141.8% | +91.6% |
| All | +96.9% | -44.5% | +141.5% | +91.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling