+52.9%
IONS vs PLTU
+154.0%
-101.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +9.0% | +0.3% |
| 7D | -4.8% | -13.6% | +8.7% | -4.4% |
| 30D | +7.2% | +16.7% | -9.5% | +6.1% |
| 3M | -22.7% | +29.6% | -52.2% | -24.4% |
| 6M | -26.9% | -0.1% | -26.8% | -28.1% |
| YTD | -26.6% | -31.5% | +4.9% | -26.8% |
| 1Y | -2.1% | -19.7% | +17.6% | -4.3% |
| All | +52.9% | +154.0% | -101.1% | +35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling