-77.3%
PLTD vs IONS
-23.5%
-53.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.4% | -4.2% | +2.8% |
| 7D | -4.8% | -26.3% | +21.5% | -7.7% |
| 30D | +16.9% | -31.9% | +48.8% | +12.3% |
| 3M | +2.6% | -48.0% | +50.6% | -4.5% |
| 6M | -36.2% | -62.6% | +26.3% | -43.0% |
| YTD | -19.4% | -63.3% | +43.8% | -28.0% |
| 1Y | -22.5% | -58.4% | +35.9% | -29.3% |
| All | -77.3% | -23.5% | -53.7% | -71.5% |
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