+231.7%
PLD vs IONS
+17.3%
+214.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -0.8% | -9.4% | +8.6% | +0.4% |
| 30D | -0.3% | -10.7% | +10.5% | +1.0% |
| 3M | -8.0% | -27.7% | +19.6% | -4.6% |
| 6M | -9.8% | -48.7% | +38.9% | -2.9% |
| YTD | +1.8% | -50.2% | +52.0% | +9.8% |
| 1Y | +5.6% | -46.8% | +52.4% | +12.8% |
| 3Y | +33.3% | -14.8% | +48.1% | +30.0% |
| 5Y | +0.3% | +17.0% | -16.7% | -7.6% |
| All | +231.7% | +17.3% | +214.4% | +235.0% |
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