-16.8%
PLTD vs IONS
-59.1%
+42.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.9% |
| 7D | -1.6% | -29.4% | +27.9% | -2.9% |
| 30D | +18.5% | -35.1% | +53.6% | +16.1% |
| 3M | -2.4% | -48.9% | +46.5% | -5.4% |
| 6M | -34.6% | -62.4% | +27.8% | -38.4% |
| YTD | -21.4% | -64.2% | +42.8% | -25.7% |
| 1Y | -16.8% | -60.9% | +44.1% | -16.6% |
| All | -16.8% | -59.1% | +42.4% | -16.6% |
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