-55.4%
IONS vs PLTU
-45.3%
-10.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +11.1% | -32.5% | -21.5% |
| 7D | -24.8% | -11.7% | -13.1% | -24.5% |
| 30D | -31.5% | -36.9% | +5.4% | -30.8% |
| 3M | -45.2% | -10.9% | -34.3% | -45.1% |
| 6M | -59.1% | +18.0% | -77.0% | -59.6% |
| YTD | -60.8% | -39.0% | -21.8% | -59.8% |
| All | -55.4% | -45.3% | -10.1% | -53.2% |
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 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