-28.1%
IONS vs PLTU
+131.7%
-159.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.6% |
| 7D | -29.6% | +21.9% | -51.5% | -30.2% |
| 30D | -35.6% | -35.3% | -0.3% | -34.6% |
| 3M | -51.7% | -7.7% | -44.0% | -51.8% |
| 6M | -64.0% | +24.2% | -88.2% | -64.9% |
| YTD | -65.5% | -37.5% | -27.9% | -65.5% |
| 1Y | -62.4% | -43.6% | -18.9% | -62.4% |
| All | -28.1% | +131.7% | -159.8% | -36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling