+197.4%
PDD vs IONS
-37.7%
+235.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.1% | +7.7% | +0.6% |
| 7D | -1.0% | -30.3% | +29.3% | +6.5% |
| 30D | -2.4% | -37.7% | +35.3% | +7.5% |
| 3M | -14.6% | -50.5% | +35.9% | -1.4% |
| 6M | -19.6% | -62.8% | +43.1% | -2.4% |
| YTD | -30.0% | -64.4% | +34.4% | -14.2% |
| 1Y | -42.5% | -59.5% | +16.9% | -31.8% |
| 3Y | -27.2% | -39.2% | +12.0% | -25.8% |
| 5Y | -8.2% | -15.3% | +7.1% | -18.4% |
| All | +197.4% | -37.7% | +235.0% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling