-76.8%
PLUG vs IONS
-16.4%
-60.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.6% | +5.8% | +7.0% |
| 7D | +5.8% | -9.4% | +15.3% | +8.8% |
| 30D | -18.5% | -10.7% | -7.8% | -15.9% |
| 3M | -30.0% | -27.7% | -2.3% | -23.8% |
| 6M | -56.2% | -48.7% | -7.5% | -48.4% |
| YTD | -26.4% | -50.2% | +23.8% | -12.6% |
| 1Y | -42.2% | -46.8% | +4.6% | -32.8% |
| 3Y | -76.8% | -14.8% | -62.0% | -78.6% |
| All | -76.8% | -16.4% | -60.4% | -78.6% |
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