+1,796.7%
PWR vs IONS
-27.6%
+1,824.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.1% | +7.7% | -0.1% |
| 7D | -11.2% | -30.3% | +19.0% | -6.9% |
| 30D | -17.4% | -37.7% | +20.3% | -11.9% |
| 3M | -11.7% | -50.5% | +38.7% | -2.6% |
| 6M | -21.7% | -62.8% | +41.1% | -10.3% |
| YTD | +38.3% | -64.4% | +102.6% | +59.3% |
| 1Y | +29.6% | -59.5% | +89.0% | +46.0% |
| 3Y | +236.1% | -39.2% | +275.3% | +242.2% |
| 5Y | +406.3% | -15.3% | +421.7% | +369.8% |
| 10Y | +1,796.7% | -31.2% | +1,827.9% | +1,744.6% |
| All | +1,796.7% | -27.6% | +1,824.3% | +1,744.6% |
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