+236.9%
PLD vs IONS
+96.6%
+140.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -2.4% | -4.8% | +2.5% | -1.8% |
| 30D | -2.4% | +7.2% | -9.6% | -3.4% |
| 3M | -3.8% | -22.7% | +18.9% | -1.3% |
| 6M | 0.0% | -26.9% | +26.9% | +3.3% |
| YTD | +9.2% | -26.6% | +35.8% | +12.6% |
| 1Y | +25.9% | -2.1% | +28.0% | +24.7% |
| 3Y | +21.3% | +43.4% | -22.1% | +10.8% |
| 5Y | +14.1% | +47.0% | -32.9% | +2.2% |
| All | +236.9% | +96.6% | +140.4% | +195.6% |
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