-23.7%
PDD vs IONS
+47.7%
-71.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -4.1% | -4.8% | +0.8% | -3.1% |
| 30D | -9.6% | +7.2% | -16.8% | -11.0% |
| 3M | -4.3% | -22.7% | +18.4% | -0.5% |
| 6M | -18.8% | -26.9% | +8.1% | -14.5% |
| YTD | -27.5% | -26.6% | -0.9% | -23.9% |
| 1Y | -33.6% | -2.1% | -31.5% | -35.0% |
| 3Y | -20.4% | +43.4% | -63.8% | -34.6% |
| All | -23.7% | +47.7% | -71.4% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling