+35.7%
POET vs IONS
-13.5%
+49.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -5.0% |
| 7D | +3.7% | -4.3% | +7.9% | +4.0% |
| 30D | -11.5% | +0.4% | -11.9% | -11.5% |
| 3M | -30.8% | -24.1% | -6.7% | -32.3% |
| 6M | +8.6% | -26.4% | +35.0% | +6.1% |
| YTD | +20.1% | -29.7% | +49.7% | +18.8% |
| 1Y | +35.7% | -13.0% | +48.8% | +10.3% |
| All | +35.7% | -13.5% | +49.2% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling