+297.7%
POET vs IONS
-36.9%
+334.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -3.4% |
| 7D | +1.2% | -26.3% | +27.5% | +9.0% |
| 30D | -12.2% | -31.9% | +19.8% | -2.6% |
| 3M | -42.4% | -48.0% | +5.6% | -31.2% |
| 6M | -64.3% | -62.6% | -1.7% | -54.3% |
| YTD | -19.0% | -63.3% | +44.3% | +3.8% |
| 1Y | +9.1% | -58.4% | +67.5% | +33.1% |
| 3Y | +297.7% | -38.2% | +335.9% | +254.8% |
| All | +297.7% | -36.9% | +334.5% | +254.8% |
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 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