+1,681.1%
PLTR vs IONS
-36.2%
+1,717.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.4% | +26.9% | +11.7% |
| 7D | -5.1% | -24.8% | +19.7% | +2.0% |
| 30D | -19.1% | -31.5% | +12.5% | -10.5% |
| 3M | -1.6% | -45.2% | +43.6% | +15.4% |
| 6M | +22.8% | -59.1% | +81.8% | +55.4% |
| YTD | -4.8% | -60.8% | +56.0% | +21.5% |
| 1Y | -4.9% | -57.9% | +52.9% | +18.0% |
| 3Y | +826.1% | -34.5% | +860.6% | +809.1% |
| 5Y | +597.7% | -8.8% | +606.6% | +467.8% |
| All | +1,681.1% | -36.2% | +1,717.3% | +1,546.3% |
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 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