+827.7%
PODD vs IONS
+193.0%
+634.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.9% | +1.3% |
| 7D | -4.4% | -30.3% | +25.9% | +4.2% |
| 30D | +9.4% | -37.7% | +47.2% | +22.7% |
| 3M | +3.6% | -50.5% | +54.1% | +23.0% |
| 6M | -4.0% | -62.8% | +58.8% | +21.3% |
| YTD | -47.9% | -64.4% | +16.5% | -33.8% |
| 1Y | -53.8% | -59.5% | +5.7% | -43.4% |
| 3Y | -4.5% | -39.2% | +34.7% | -1.4% |
| 5Y | -51.9% | -15.3% | -36.5% | -56.4% |
| 10Y | +308.9% | -31.2% | +340.1% | +252.7% |
| All | +827.7% | +193.0% | +634.7% | +243.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling