+317.2%
PTC vs IONS
-5.7%
+322.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -21.4% | +21.8% | +4.3% |
| 7D | +0.8% | -24.8% | +25.6% | +5.6% |
| 30D | +0.7% | -31.5% | +32.3% | +7.3% |
| 3M | +32.6% | -45.2% | +77.8% | +46.6% |
| 6M | +33.6% | -59.1% | +92.6% | +54.3% |
| YTD | +12.4% | -60.8% | +73.2% | +30.5% |
| 1Y | +11.2% | -57.9% | +69.1% | +27.0% |
| 3Y | +31.7% | -34.5% | +66.2% | +31.6% |
| 5Y | +60.1% | -8.8% | +68.9% | +42.5% |
| 10Y | +317.2% | -19.2% | +336.4% | +265.4% |
| All | +317.2% | -5.7% | +322.9% | +265.4% |
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 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