+824.1%
PODD vs IONS
+503.8%
+320.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +1.6% | -4.8% | +6.5% | +2.9% |
| 30D | +10.7% | +7.2% | +3.5% | +8.3% |
| 3M | +0.7% | -22.7% | +23.4% | +6.3% |
| 6M | -39.3% | -26.9% | -12.4% | -35.2% |
| YTD | -48.1% | -26.6% | -21.5% | -44.9% |
| 1Y | -57.4% | -2.1% | -55.3% | -58.4% |
| 3Y | -23.3% | +43.4% | -66.7% | -36.5% |
| 5Y | -51.3% | +47.0% | -98.2% | -61.4% |
| 10Y | +242.0% | +97.2% | +144.8% | +120.4% |
| All | +824.1% | +503.8% | +320.2% | +185.8% |
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