-31.3%
PLTD vs IONS
-47.9%
+16.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -3.0% |
| 7D | +13.7% | -9.4% | +23.2% | +13.0% |
| 30D | +18.4% | -10.7% | +29.2% | +17.7% |
| 3M | -7.5% | -27.7% | +20.2% | -7.9% |
| 6M | -31.3% | -48.7% | +17.4% | -35.6% |
| All | -31.3% | -47.9% | +16.6% | -35.6% |
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 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