+3,609.0%
PTC vs IONS
+440.4%
+3,168.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -6.0% | -6.0% |
| 7D | -10.3% | -4.8% | -5.4% | -9.5% |
| 30D | +1.1% | +7.2% | -6.1% | -0.2% |
| 3M | +1.6% | -22.7% | +24.3% | +5.0% |
| 6M | -13.5% | -26.9% | +13.4% | -9.8% |
| YTD | -19.1% | -26.6% | +7.5% | -15.9% |
| 1Y | -33.9% | -2.1% | -31.7% | -34.9% |
| 3Y | -3.9% | +43.4% | -47.3% | -14.6% |
| 5Y | +6.0% | +47.0% | -41.0% | -8.2% |
| 10Y | +223.7% | +97.2% | +126.6% | +148.8% |
| All | +3,609.0% | +440.4% | +3,168.6% | +1,208.3% |
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