-23.5%
IONS vs PLTU
+121.9%
-145.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.2% | +10.6% | +6.5% |
| 7D | -26.3% | +9.0% | -35.3% | -26.6% |
| 30D | -31.9% | -33.0% | +1.0% | -31.0% |
| 3M | -48.0% | -19.0% | -29.0% | -47.8% |
| 6M | -62.6% | +30.4% | -93.0% | -63.6% |
| YTD | -63.3% | -40.2% | -23.1% | -63.3% |
| 1Y | -58.4% | -37.8% | -20.6% | -58.6% |
| All | -23.5% | +121.9% | -145.4% | -32.0% |
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