+7.8%
PLD vs IONS
-55.7%
+63.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -21.4% | +24.2% | +2.9% |
| 7D | +0.7% | -24.8% | +25.5% | +0.9% |
| 30D | +0.8% | -31.5% | +32.4% | +1.4% |
| 3M | -6.1% | -45.2% | +39.1% | -4.6% |
| 6M | -8.0% | -59.1% | +51.0% | -5.6% |
| YTD | +4.7% | -60.8% | +65.5% | +7.8% |
| All | +7.8% | -55.7% | +63.6% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling