+456.7%
PWR vs IONS
+51.6%
+405.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.7% |
| 7D | +4.5% | -5.3% | +9.8% | +5.2% |
| 30D | -4.9% | +0.3% | -5.1% | -5.1% |
| 3M | -7.9% | -22.9% | +15.0% | -5.5% |
| 6M | +18.3% | -23.4% | +41.7% | +21.4% |
| YTD | +51.5% | -28.3% | +79.8% | +57.0% |
| 1Y | +70.3% | -7.0% | +77.4% | +69.9% |
| 3Y | +210.6% | +37.6% | +173.0% | +180.6% |
| 5Y | +456.7% | +53.4% | +403.3% | +372.0% |
| All | +456.7% | +51.6% | +405.1% | +372.0% |
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