-91.9%
PLUG vs IONS
+47.7%
-139.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.9% |
| 7D | -0.9% | -4.8% | +3.9% | +1.0% |
| 30D | +3.3% | +7.2% | -3.9% | +0.1% |
| 3M | -39.7% | -22.7% | -17.0% | -34.7% |
| 6M | -12.5% | -26.9% | +14.4% | -2.7% |
| YTD | +10.2% | -26.6% | +36.7% | +21.9% |
| 1Y | +50.7% | -2.1% | +52.8% | +46.0% |
| 3Y | -74.5% | +43.4% | -117.9% | -81.1% |
| All | -91.9% | +47.7% | -139.6% | -94.3% |
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 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