+200.3%
PWR vs IONS
+46.3%
+154.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +3.6% | -4.8% | +8.5% | +4.1% |
| 30D | -8.6% | +7.2% | -15.8% | -9.4% |
| 3M | -13.2% | -22.7% | +9.5% | -11.5% |
| 6M | +9.9% | -26.9% | +36.8% | +12.7% |
| YTD | +48.0% | -26.6% | +74.6% | +51.7% |
| 1Y | +66.2% | -2.1% | +68.3% | +65.2% |
| All | +200.3% | +46.3% | +154.0% | +175.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling