-78.4%
PLUG vs IONS
-17.7%
-60.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.4% | -4.2% | -6.6% |
| 7D | -4.9% | -12.6% | +7.7% | -1.3% |
| 30D | -27.4% | -11.8% | -15.6% | -24.8% |
| 3M | -35.7% | -28.4% | -7.3% | -29.9% |
| 6M | -59.3% | -48.4% | -10.9% | -52.2% |
| YTD | -31.5% | -51.0% | +19.5% | -18.3% |
| 1Y | -48.9% | -48.0% | -0.8% | -40.1% |
| All | -78.4% | -17.7% | -60.7% | -80.0% |
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