+3.8%
IONS vs PLTU
+103.5%
-99.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.1% | -5.5% | +1.3% |
| 7D | -9.4% | -25.3% | +15.9% | -8.4% |
| 30D | -10.7% | -34.5% | +23.8% | -9.4% |
| 3M | -27.7% | -3.4% | -24.3% | -28.0% |
| 6M | -48.7% | +12.4% | -61.1% | -49.8% |
| YTD | -50.2% | -45.1% | -5.0% | -50.0% |
| 1Y | -46.8% | -45.7% | -1.1% | -46.8% |
| All | +3.8% | +103.5% | -99.7% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling