-2.1%
IONS vs PLTU
-18.5%
+16.4%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +9.0% | 0.0% |
| 7D | -4.8% | -13.6% | +8.7% | -4.6% |
| 30D | +7.2% | +16.7% | -9.5% | +6.6% |
| 3M | -22.7% | +29.6% | -52.2% | -23.6% |
| 6M | -26.9% | -0.1% | -26.8% | -27.6% |
| YTD | -26.6% | -31.5% | +4.9% | -27.0% |
| 1Y | -2.1% | -19.7% | +17.6% | -3.0% |
| All | -2.1% | -18.5% | +16.4% | -3.0% |
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