+2,425.3%
PWR vs IONS
+84.6%
+2,340.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.7% |
| 7D | +2.7% | -8.7% | +11.3% | +4.1% |
| 30D | -5.1% | -1.6% | -3.5% | -5.0% |
| 3M | -9.4% | -24.9% | +15.5% | -6.1% |
| 6M | +10.4% | -25.7% | +36.1% | +14.5% |
| YTD | +48.6% | -29.2% | +77.8% | +55.3% |
| 1Y | +68.0% | -13.0% | +81.0% | +69.5% |
| 3Y | +204.7% | +35.9% | +168.8% | +174.4% |
| 5Y | +451.9% | +54.5% | +397.4% | +371.5% |
| 10Y | +2,425.3% | +93.1% | +2,332.2% | +1,994.6% |
| All | +2,425.3% | +84.6% | +2,340.8% | +1,994.6% |
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