+370.1%
PSX vs IONS
+88.4%
+281.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.9% |
| 7D | +2.8% | -5.3% | +8.1% | +3.5% |
| 30D | +27.8% | +0.3% | +27.5% | +27.6% |
| 3M | +42.0% | -22.9% | +64.9% | +45.8% |
| 6M | +58.1% | -23.4% | +81.5% | +62.0% |
| YTD | +105.0% | -28.3% | +133.3% | +111.9% |
| 1Y | +104.9% | -7.0% | +111.9% | +103.2% |
| 3Y | +134.1% | +37.6% | +96.4% | +110.8% |
| 5Y | +363.8% | +53.4% | +310.4% | +297.6% |
| 10Y | +370.1% | +83.9% | +286.2% | +292.4% |
| All | +370.1% | +88.4% | +281.7% | +292.4% |
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