-5.9%
POET vs IONS
+52.5%
-58.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.4% |
| 7D | +9.7% | -8.7% | +18.4% | +12.4% |
| 30D | -6.5% | -1.6% | -4.9% | -6.3% |
| 3M | -25.7% | -24.9% | -0.8% | -21.7% |
| 6M | +19.6% | -25.7% | +45.2% | +26.2% |
| YTD | +26.4% | -29.2% | +55.6% | +34.9% |
| 1Y | +50.1% | -13.0% | +63.1% | +50.0% |
| 3Y | +127.9% | +35.9% | +92.0% | +90.4% |
| 5Y | -5.9% | +54.5% | -60.4% | -22.9% |
| All | -5.9% | +52.5% | -58.4% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling