+201.5%
PDD vs IONS
-31.4%
+232.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -21.4% | +18.3% | +1.7% |
| 7D | -1.4% | -24.8% | +23.4% | +4.3% |
| 30D | -1.0% | -31.5% | +30.5% | +6.8% |
| 3M | -12.3% | -45.2% | +32.9% | -0.8% |
| 6M | -18.5% | -59.1% | +40.5% | -3.0% |
| YTD | -29.0% | -60.8% | +31.8% | -14.8% |
| 1Y | -40.7% | -57.9% | +17.1% | -30.2% |
| 3Y | -25.7% | -34.5% | +8.8% | -25.3% |
| 5Y | -3.3% | -8.8% | +5.5% | -15.3% |
| All | +201.5% | -31.4% | +232.9% | +127.8% |
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