+9.7%
PYPL vs IONS
-16.4%
+26.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | +3.9% | -9.4% | +13.3% | +5.0% |
| 30D | +7.8% | -10.7% | +18.5% | +9.1% |
| 3M | -0.7% | -27.7% | +27.0% | +2.7% |
| 6M | +28.8% | -48.7% | +77.5% | +37.4% |
| YTD | +2.4% | -50.2% | +52.5% | +9.3% |
| 1Y | -9.6% | -46.8% | +37.2% | -4.4% |
| 3Y | +9.7% | -14.8% | +24.5% | +4.0% |
| All | +9.7% | -16.4% | +26.1% | +4.0% |
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 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