+211.0%
PDD vs IONS
-12.8%
+223.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | +5.6% | -9.4% | +15.0% | +7.8% |
| 30D | +5.8% | -10.7% | +16.5% | +8.3% |
| 3M | -8.6% | -27.7% | +19.0% | -2.3% |
| 6M | -18.8% | -48.7% | +29.9% | -7.6% |
| YTD | -26.8% | -50.2% | +23.4% | -16.2% |
| 1Y | -39.3% | -46.8% | +7.5% | -31.7% |
| 3Y | -22.5% | -14.8% | -7.7% | -26.2% |
| 5Y | -0.8% | +17.0% | -17.8% | -17.3% |
| All | +211.0% | -12.8% | +223.8% | +124.1% |
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