+552.9%
PLTR vs IONS
+47.7%
+505.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -6.4% | -4.8% | -1.6% | -5.1% |
| 30D | +10.0% | +7.2% | +2.8% | +7.0% |
| 3M | +23.0% | -22.7% | +45.7% | +31.0% |
| 6M | +13.8% | -26.9% | +40.7% | +22.9% |
| YTD | -1.9% | -26.6% | +24.6% | +5.4% |
| 1Y | +11.6% | -2.1% | +13.8% | +7.1% |
| 3Y | +1,048.4% | +43.4% | +1,005.0% | +737.0% |
| All | +552.9% | +47.7% | +505.2% | +352.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling