-44.9%
IONS vs PLTU
-47.9%
+3.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.6% |
| 7D | -10.6% | -24.5% | +13.9% | -10.2% |
| 30D | -7.7% | -20.2% | +12.5% | -7.4% |
| 3M | -27.1% | +3.1% | -30.2% | -27.3% |
| 6M | -46.8% | +8.7% | -55.5% | -47.3% |
| YTD | -49.2% | -36.2% | -13.0% | -49.4% |
| 1Y | -44.9% | -47.1% | +2.2% | -44.9% |
| All | -44.9% | -47.9% | +3.0% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling