+10.2%
PYPL vs IONS
-36.9%
+47.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.4% | -4.7% | +1.0% |
| 7D | +0.1% | -26.3% | +26.3% | +2.8% |
| 30D | +5.7% | -31.9% | +37.6% | +9.4% |
| 3M | -1.9% | -48.0% | +46.1% | +4.5% |
| 6M | +31.8% | -62.6% | +94.4% | +44.8% |
| YTD | +2.4% | -63.3% | +65.7% | +12.5% |
| 1Y | -8.2% | -58.4% | +50.1% | -1.0% |
| 3Y | +10.2% | -38.2% | +48.4% | +7.7% |
| All | +10.2% | -36.9% | +47.1% | +7.7% |
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