-0.7%
PLD vs IONS
-11.8%
+11.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -0.6% |
| 7D | +1.3% | -26.3% | +27.6% | +4.5% |
| 30D | -1.4% | -31.9% | +30.6% | +2.6% |
| 3M | -8.2% | -48.0% | +39.8% | -1.3% |
| 6M | -8.0% | -62.6% | +54.5% | +2.6% |
| YTD | +3.2% | -63.3% | +66.4% | +15.1% |
| 1Y | +7.0% | -58.4% | +65.4% | +17.1% |
| 3Y | +38.3% | -38.2% | +76.5% | +37.2% |
| All | -0.7% | -11.8% | +11.1% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling