+49.3%
IONS vs PLTU
+142.1%
-92.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -2.2% |
| 7D | -5.3% | -11.6% | +6.3% | -4.9% |
| 30D | +0.3% | -4.6% | +4.9% | +0.2% |
| 3M | -22.9% | +33.7% | -56.6% | -24.7% |
| 6M | -23.4% | -9.4% | -14.0% | -24.4% |
| YTD | -28.3% | -34.7% | +6.4% | -28.4% |
| 1Y | -7.0% | -23.2% | +16.2% | -8.9% |
| All | +49.3% | +142.1% | -92.9% | +32.6% |
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