-62.4%
IONS vs PLTU
-47.3%
-15.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.6% |
| 7D | -29.6% | +21.9% | -51.5% | -29.9% |
| 30D | -35.6% | -35.3% | -0.3% | -34.9% |
| 3M | -51.7% | -7.7% | -44.0% | -51.6% |
| 6M | -64.0% | +24.2% | -88.2% | -64.5% |
| YTD | -65.5% | -37.5% | -27.9% | -64.5% |
| 1Y | -62.4% | -43.6% | -18.9% | -61.1% |
| All | -62.4% | -47.3% | -15.1% | -61.1% |
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