+195.8%
PDD vs IONS
-35.7%
+231.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.6% | +0.4% |
| 7D | -4.9% | -26.3% | +21.4% | +1.0% |
| 30D | -3.0% | -31.9% | +28.9% | +4.7% |
| 3M | -6.2% | -48.0% | +41.8% | +7.2% |
| 6M | -20.7% | -62.6% | +41.8% | -3.9% |
| YTD | -30.4% | -63.3% | +32.9% | -15.3% |
| 1Y | -41.3% | -58.4% | +17.1% | -30.7% |
| 3Y | -27.7% | -38.2% | +10.5% | -26.5% |
| 5Y | -16.9% | -11.1% | -5.8% | -26.9% |
| All | +195.8% | -35.7% | +231.5% | +126.4% |
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