+338.3%
PSX vs IONS
-27.6%
+365.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.1% | +8.1% | +0.2% |
| 7D | -7.8% | -30.3% | +22.4% | -4.0% |
| 30D | -9.9% | -37.7% | +27.9% | -4.9% |
| 3M | +16.9% | -50.5% | +67.4% | +26.9% |
| 6M | +48.0% | -62.8% | +110.7% | +65.4% |
| YTD | +98.3% | -64.4% | +162.7% | +122.5% |
| 1Y | +86.2% | -59.5% | +145.6% | +104.6% |
| 3Y | +144.0% | -39.2% | +183.2% | +143.8% |
| 5Y | +287.7% | -15.3% | +303.1% | +253.2% |
| 10Y | +338.3% | -31.2% | +369.5% | +325.0% |
| All | +338.3% | -27.6% | +365.9% | +325.0% |
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