-77.7%
PLTD vs IONS
-28.1%
-49.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | 0.0% |
| 7D | -9.8% | -29.6% | +19.9% | -12.9% |
| 30D | +18.9% | -35.6% | +54.5% | +13.6% |
| 3M | -4.2% | -51.7% | +47.5% | -11.6% |
| 6M | -34.8% | -64.0% | +29.2% | -41.9% |
| YTD | -21.1% | -65.5% | +44.4% | -30.0% |
| 1Y | -19.3% | -62.4% | +43.2% | -27.2% |
| All | -77.7% | -28.1% | -49.6% | -72.3% |
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 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