+22.6%
POET vs IONS
+92.6%
-70.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.9% |
| 7D | +3.7% | -4.3% | +7.9% | +4.6% |
| 30D | -11.5% | +0.4% | -11.9% | -11.7% |
| 3M | -30.8% | -24.1% | -6.7% | -28.1% |
| 6M | +8.6% | -26.4% | +35.0% | +13.4% |
| YTD | +20.1% | -29.7% | +49.7% | +26.3% |
| 1Y | +35.7% | -13.0% | +48.8% | +36.6% |
| 3Y | +116.5% | +35.0% | +81.5% | +94.7% |
| 5Y | -8.4% | +54.2% | -62.6% | -20.6% |
| All | +22.6% | +92.6% | -70.0% | +4.1% |
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 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