+1,692.6%
PLTR vs IONS
+16.7%
+1,675.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.6% |
| 7D | -5.3% | -5.3% | -0.1% | -3.9% |
| 30D | -1.0% | +0.3% | -1.3% | -1.6% |
| 3M | +24.8% | -22.9% | +47.7% | +32.7% |
| 6M | +8.4% | -23.4% | +31.8% | +15.0% |
| YTD | -4.2% | -28.3% | +24.1% | +3.6% |
| 1Y | +9.1% | -7.0% | +16.1% | +7.0% |
| 3Y | +1,025.6% | +37.6% | +988.0% | +764.4% |
| 5Y | +565.8% | +53.4% | +512.4% | +369.1% |
| All | +1,692.6% | +16.7% | +1,675.9% | +1,303.8% |
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