+104.9%
PSX vs IONS
-7.3%
+112.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.4% |
| 7D | +2.8% | -5.3% | +8.1% | +2.5% |
| 30D | +27.8% | +0.3% | +27.5% | +27.9% |
| 3M | +42.0% | -22.9% | +64.9% | +41.1% |
| 6M | +58.1% | -23.4% | +81.5% | +56.9% |
| YTD | +105.0% | -28.3% | +133.3% | +105.1% |
| 1Y | +104.9% | -7.0% | +111.9% | +95.8% |
| All | +104.9% | -7.3% | +112.2% | +95.8% |
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