+54.3%
PTC vs IONS
+17.1%
+37.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -0.2% | -9.4% | +9.2% | +1.1% |
| 30D | +0.8% | -10.7% | +11.5% | +2.2% |
| 3M | +32.1% | -27.7% | +59.8% | +37.6% |
| 6M | +42.6% | -48.7% | +91.3% | +54.7% |
| YTD | +12.0% | -50.2% | +62.1% | +21.6% |
| 1Y | +12.2% | -46.8% | +59.0% | +20.3% |
| 3Y | +31.2% | -14.8% | +46.1% | +24.7% |
| All | +54.3% | +17.1% | +37.2% | +27.0% |
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