-54.8%
PLUG vs IONS
-61.6%
+6.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -3.6% | -5.6% | -8.3% |
| 7D | -8.5% | -29.6% | +21.1% | -2.3% |
| 30D | -20.8% | -35.6% | +14.7% | -13.2% |
| 3M | -46.1% | -51.7% | +5.6% | -36.6% |
| 6M | -65.3% | -64.0% | -1.3% | -57.2% |
| YTD | -37.3% | -65.5% | +28.2% | -21.7% |
| 1Y | -54.8% | -62.4% | +7.7% | -44.9% |
| All | -54.8% | -61.6% | +6.9% | -44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling