+1,588.2%
PLTR vs IONS
-18.9%
+1,607.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.0% |
| 7D | -12.9% | -9.4% | -3.5% | -10.1% |
| 30D | -17.4% | -10.7% | -6.6% | -14.4% |
| 3M | +2.9% | -27.7% | +30.5% | +12.7% |
| 6M | +19.9% | -48.7% | +68.6% | +44.0% |
| YTD | -9.8% | -50.2% | +40.4% | +8.7% |
| 1Y | -8.4% | -46.8% | +38.4% | +7.6% |
| 3Y | +765.0% | -14.8% | +779.9% | +693.4% |
| 5Y | +516.8% | +17.0% | +499.8% | +373.1% |
| All | +1,588.2% | -18.9% | +1,607.1% | +1,373.3% |
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