+339.6%
PODD vs IONS
-32.1%
+371.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.4% | -4.3% | +0.6% |
| 7D | +4.1% | -26.3% | +30.4% | +10.8% |
| 30D | +13.9% | -31.9% | +45.8% | +23.3% |
| 3M | +4.1% | -48.0% | +52.1% | +19.8% |
| 6M | +2.4% | -62.6% | +65.0% | +26.2% |
| YTD | -46.4% | -63.3% | +16.9% | -34.0% |
| 1Y | -54.2% | -58.4% | +4.2% | -45.5% |
| 3Y | -6.9% | -38.2% | +31.4% | -5.4% |
| 5Y | -51.6% | -11.1% | -40.5% | -57.6% |
| All | +339.6% | -32.1% | +371.7% | +301.5% |
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 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