+246.7%
PODD vs IONS
+86.9%
+159.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.2% | -3.0% |
| 7D | -4.1% | -5.3% | +1.2% | -2.9% |
| 30D | +0.8% | +0.3% | +0.5% | +0.5% |
| 3M | -6.1% | -22.9% | +16.8% | -1.5% |
| 6M | -40.0% | -23.4% | -16.6% | -37.2% |
| YTD | -49.9% | -28.3% | -21.6% | -46.9% |
| 1Y | -59.3% | -7.0% | -52.3% | -59.7% |
| 3Y | -17.2% | +37.6% | -54.9% | -29.8% |
| 5Y | -53.0% | +53.4% | -106.4% | -62.8% |
| All | +246.7% | +86.9% | +159.8% | +155.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling