+5.6%
PLD vs IONS
-47.1%
+52.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | -0.8% | -9.4% | +8.6% | -0.4% |
| 30D | -0.3% | -10.7% | +10.5% | +0.1% |
| 3M | -8.0% | -27.7% | +19.6% | -6.8% |
| 6M | -9.8% | -48.7% | +38.9% | -7.3% |
| YTD | +1.8% | -50.2% | +52.0% | +4.8% |
| 1Y | +5.6% | -46.8% | +52.4% | +7.3% |
| All | +5.6% | -47.1% | +52.7% | +7.3% |
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