+277.8%
PSX vs IONS
+17.1%
+260.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -13.1% | -9.4% | -3.7% | -12.6% |
| 30D | -9.5% | -10.7% | +1.2% | -9.0% |
| 3M | +20.2% | -27.7% | +47.9% | +22.3% |
| 6M | +44.9% | -48.7% | +93.6% | +50.2% |
| YTD | +94.4% | -50.2% | +144.6% | +101.8% |
| 1Y | +83.1% | -46.8% | +129.9% | +88.8% |
| 3Y | +132.2% | -14.8% | +147.0% | +122.4% |
| All | +277.8% | +17.1% | +260.7% | +254.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling