+1,677.1%
PLTR vs IONS
-42.0%
+1,719.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.8% | +2.4% |
| 7D | -3.8% | -30.3% | +26.5% | +5.6% |
| 30D | -19.2% | -37.7% | +18.5% | -8.3% |
| 3M | -3.7% | -50.5% | +46.8% | +16.3% |
| 6M | +22.5% | -62.8% | +85.3% | +59.2% |
| YTD | -5.0% | -64.4% | +59.3% | +24.4% |
| 1Y | -12.8% | -59.5% | +46.7% | +9.1% |
| 3Y | +758.3% | -39.2% | +797.5% | +757.2% |
| 5Y | +649.6% | -15.3% | +665.0% | +522.0% |
| All | +1,677.1% | -42.0% | +1,719.0% | +1,586.0% |
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