-16.9%
POET vs IONS
+299.1%
-316.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +5.2% |
| 7D | +17.0% | -5.3% | +22.3% | +17.8% |
| 30D | -6.7% | +0.3% | -7.0% | -6.8% |
| 3M | -32.3% | -22.9% | -9.4% | -30.7% |
| 6M | +32.3% | -23.4% | +55.7% | +35.5% |
| YTD | +31.3% | -28.3% | +59.6% | +35.4% |
| 1Y | +55.3% | -7.0% | +62.4% | +54.9% |
| 3Y | +136.8% | +37.6% | +99.1% | +122.3% |
| 5Y | -2.2% | +53.4% | -55.6% | -10.2% |
| 10Y | +34.0% | +83.9% | -49.9% | +18.4% |
| All | -16.9% | +299.1% | -316.0% | -29.9% |
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 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