-59.3%
PLUG vs IONS
-48.8%
-10.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.4% | -4.2% | -6.9% |
| 7D | -4.9% | -12.6% | +7.7% | -2.5% |
| 30D | -27.4% | -11.8% | -15.6% | -25.7% |
| 3M | -35.7% | -28.4% | -7.3% | -32.4% |
| 6M | -59.3% | -48.4% | -10.9% | -56.5% |
| All | -59.3% | -48.8% | -10.5% | -56.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling