-42.1%
PDD vs IONS
-59.3%
+17.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.1% | +7.7% | -0.5% |
| 7D | -1.0% | -30.3% | +29.3% | +2.1% |
| 30D | -2.4% | -37.7% | +35.3% | +1.7% |
| 3M | -14.6% | -50.5% | +35.9% | -9.2% |
| 6M | -19.6% | -62.8% | +43.1% | -14.6% |
| YTD | -30.0% | -64.4% | +34.4% | -25.1% |
| All | -42.1% | -59.3% | +17.2% | -38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling