+267.4%
PLD vs IONS
-27.6%
+295.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +0.8% |
| 7D | +0.8% | -30.3% | +31.0% | +5.0% |
| 30D | +0.5% | -37.7% | +38.2% | +6.2% |
| 3M | -5.5% | -50.5% | +45.0% | +2.8% |
| 6M | -8.3% | -62.8% | +54.4% | +2.9% |
| YTD | +4.3% | -64.4% | +68.7% | +17.6% |
| 1Y | +7.4% | -59.5% | +66.9% | +18.8% |
| 3Y | +37.1% | -39.2% | +76.2% | +38.6% |
| 5Y | +1.3% | -15.3% | +16.7% | -4.2% |
| 10Y | +267.4% | -31.2% | +298.6% | +254.7% |
| All | +267.4% | -27.6% | +295.0% | +254.7% |
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