+316.9%
PTC vs IONS
-29.6%
+346.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | +0.5% | -29.4% | +29.9% | +6.4% |
| 30D | +0.9% | -35.1% | +36.0% | +8.4% |
| 3M | +30.4% | -48.9% | +79.3% | +45.9% |
| 6M | +34.4% | -62.4% | +96.8% | +57.7% |
| YTD | +12.6% | -64.2% | +76.8% | +32.8% |
| 1Y | +10.2% | -60.9% | +71.1% | +27.5% |
| 3Y | +29.4% | -38.9% | +68.3% | +30.7% |
| 5Y | +63.7% | -15.6% | +79.3% | +47.5% |
| 10Y | +316.9% | -33.5% | +350.3% | +275.9% |
| All | +316.9% | -29.6% | +346.5% | +275.9% |
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