-57.4%
PODD vs IONS
-2.1%
-55.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +1.6% | -4.8% | +6.5% | +1.9% |
| 30D | +10.7% | +7.2% | +3.5% | +10.1% |
| 3M | +0.7% | -22.7% | +23.4% | +0.9% |
| 6M | -39.3% | -26.9% | -12.4% | -38.4% |
| YTD | -48.1% | -26.6% | -21.5% | -47.6% |
| 1Y | -57.4% | -2.1% | -55.3% | -60.3% |
| All | -57.4% | -2.1% | -55.3% | -60.3% |
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 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