+1,046.2%
PLTR vs IONS
+43.7%
+1,002.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -6.4% | -4.8% | -1.6% | -5.9% |
| 30D | +10.0% | +7.2% | +2.8% | +8.7% |
| 3M | +23.0% | -22.7% | +45.7% | +26.5% |
| 6M | +13.8% | -26.9% | +40.7% | +17.8% |
| YTD | -1.9% | -26.6% | +24.6% | +1.4% |
| 1Y | +11.6% | -2.1% | +13.8% | +10.0% |
| All | +1,046.2% | +43.7% | +1,002.4% | +937.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling