+1,643.3%
PLD vs IONS
+160.8%
+1,482.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.2% | -1.7% |
| 7D | +0.4% | -12.6% | +13.0% | +2.0% |
| 30D | -0.1% | -11.8% | +11.7% | +1.3% |
| 3M | -7.9% | -28.4% | +20.5% | -4.5% |
| 6M | -7.0% | -48.4% | +41.5% | -0.2% |
| YTD | +3.1% | -51.0% | +54.0% | +11.0% |
| 1Y | +7.1% | -48.0% | +55.1% | +14.4% |
| 3Y | +32.9% | -17.8% | +50.7% | +31.4% |
| 5Y | +1.5% | +15.2% | -13.6% | -5.1% |
| 10Y | +245.9% | +43.0% | +202.9% | +198.2% |
| All | +1,643.3% | +160.8% | +1,482.5% | +1,087.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling