+1,890.1%
PPL vs IONS
+260.9%
+1,629.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.1% | +0.9% |
| 7D | +1.0% | -12.6% | +13.6% | +1.6% |
| 30D | +6.8% | -11.8% | +18.6% | +7.4% |
| 3M | +3.9% | -28.4% | +32.3% | +5.3% |
| 6M | -2.0% | -48.4% | +46.4% | +0.6% |
| YTD | +5.3% | -51.0% | +56.2% | +8.3% |
| 1Y | +2.2% | -48.0% | +50.2% | +4.8% |
| 3Y | +56.7% | -17.8% | +74.5% | +56.1% |
| 5Y | +49.1% | +15.2% | +33.9% | +45.2% |
| 10Y | +63.6% | +43.0% | +20.6% | +55.5% |
| All | +1,890.1% | +260.9% | +1,629.2% | +1,611.7% |
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