+8.7%
PTC vs IONS
+47.7%
-39.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -6.0% | -6.0% |
| 7D | -10.3% | -4.8% | -5.4% | -9.7% |
| 30D | +1.1% | +7.2% | -6.1% | 0.0% |
| 3M | +1.6% | -22.7% | +24.3% | +4.4% |
| 6M | -13.5% | -26.9% | +13.4% | -10.5% |
| YTD | -19.1% | -26.6% | +7.5% | -16.5% |
| 1Y | -33.9% | -2.1% | -31.7% | -35.1% |
| 3Y | -3.9% | +43.4% | -47.3% | -16.2% |
| All | +8.7% | +47.7% | -39.1% | -11.9% |
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 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