+47.2%
PYPL vs IONS
-5.7%
+52.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -21.4% | +22.7% | +5.8% |
| 7D | +2.2% | -24.8% | +27.0% | +7.7% |
| 30D | +8.1% | -31.5% | +39.7% | +16.1% |
| 3M | +1.9% | -45.2% | +47.1% | +14.5% |
| 6M | +33.1% | -59.1% | +92.2% | +57.2% |
| YTD | +3.8% | -60.8% | +64.6% | +23.3% |
| 1Y | -8.3% | -57.9% | +49.5% | +6.9% |
| 3Y | +11.9% | -34.5% | +46.3% | +12.5% |
| 5Y | -70.4% | -8.8% | -61.6% | -73.3% |
| 10Y | +47.2% | -19.2% | +66.4% | +40.1% |
| All | +47.2% | -5.7% | +52.9% | +40.1% |
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