+330.4%
PODD vs IONS
-36.2%
+366.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | +0.4% |
| 7D | -4.4% | -29.6% | +25.2% | +2.9% |
| 30D | +8.1% | -35.6% | +43.6% | +18.6% |
| 3M | +2.9% | -51.7% | +54.6% | +20.6% |
| 6M | -5.7% | -64.0% | +58.3% | +17.2% |
| YTD | -47.5% | -65.5% | +18.0% | -34.4% |
| 1Y | -55.7% | -62.4% | +6.7% | -45.9% |
| 3Y | -3.7% | -41.1% | +37.3% | -1.2% |
| 5Y | -52.6% | -16.5% | -36.1% | -57.8% |
| All | +330.4% | -36.2% | +366.5% | +299.0% |
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