+207.9%
PDD vs IONS
+28.5%
+179.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -4.1% | -4.8% | +0.8% | -3.0% |
| 30D | -9.6% | +7.2% | -16.8% | -11.1% |
| 3M | -4.3% | -22.7% | +18.4% | -0.1% |
| 6M | -18.8% | -26.9% | +8.1% | -14.2% |
| YTD | -27.5% | -26.6% | -0.9% | -23.6% |
| 1Y | -33.6% | -2.1% | -31.5% | -34.9% |
| 3Y | -20.4% | +43.4% | -63.8% | -33.6% |
| 5Y | -19.6% | +47.0% | -66.6% | -36.1% |
| All | +207.9% | +28.5% | +179.4% | +104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling