+354.9%
PWR vs IONS
+17.1%
+337.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.0% |
| 7D | -12.9% | -9.4% | -3.4% | -11.6% |
| 30D | -22.8% | -10.7% | -12.1% | -21.6% |
| 3M | -19.0% | -27.7% | +8.7% | -15.6% |
| 6M | -31.1% | -48.7% | +17.6% | -25.3% |
| YTD | +28.3% | -50.2% | +78.4% | +39.5% |
| 1Y | +22.2% | -46.8% | +69.0% | +31.6% |
| 3Y | +222.2% | -14.8% | +237.0% | +212.3% |
| All | +354.9% | +17.1% | +337.8% | +304.0% |
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