-27.8%
PLTD vs IONS
-48.8%
+21.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.4% | +12.9% | +9.2% |
| 7D | +25.1% | -12.6% | +37.6% | +23.9% |
| 30D | +21.0% | -11.8% | +32.8% | +20.1% |
| 3M | -2.9% | -28.4% | +25.5% | -3.4% |
| 6M | -27.8% | -48.4% | +20.7% | -32.7% |
| All | -27.8% | -48.8% | +21.1% | -32.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling