-2.0%
PODD vs IONS
-34.1%
+32.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -21.4% | +23.6% | +4.2% |
| 7D | -2.5% | -24.8% | +22.4% | -0.1% |
| 30D | +10.7% | -31.5% | +42.3% | +14.4% |
| 3M | +6.1% | -45.2% | +51.3% | +12.2% |
| 6M | -2.8% | -59.1% | +56.2% | +5.5% |
| YTD | -47.3% | -60.8% | +13.5% | -42.5% |
| 1Y | -53.2% | -57.9% | +4.7% | -49.5% |
| 3Y | -2.0% | -34.5% | +32.5% | -6.2% |
| All | -2.0% | -34.1% | +32.1% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling