+1,067.6%
PSX vs IONS
+402.2%
+665.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -13.1% | -9.4% | -3.7% | -12.2% |
| 30D | -9.5% | -10.7% | +1.2% | -8.6% |
| 3M | +20.2% | -27.7% | +47.9% | +23.8% |
| 6M | +44.9% | -48.7% | +93.6% | +53.7% |
| YTD | +94.4% | -50.2% | +144.6% | +106.5% |
| 1Y | +83.1% | -46.8% | +129.9% | +92.9% |
| 3Y | +132.2% | -14.8% | +147.0% | +127.1% |
| 5Y | +278.8% | +17.0% | +261.8% | +250.4% |
| 10Y | +354.2% | +45.3% | +308.9% | +308.6% |
| All | +1,067.6% | +402.2% | +665.4% | +774.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling