+143.7%
LEN vs IONS
-27.6%
+171.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -9.1% | +3.7% | -3.8% |
| 7D | +0.7% | -30.3% | +30.9% | +6.6% |
| 30D | +13.0% | -37.7% | +50.7% | +22.0% |
| 3M | +1.9% | -50.5% | +52.4% | +14.5% |
| 6M | -0.7% | -62.8% | +62.0% | +16.3% |
| YTD | -13.8% | -64.4% | +50.6% | +1.5% |
| 1Y | -28.1% | -59.5% | +31.4% | -17.4% |
| 3Y | -22.8% | -39.2% | +16.4% | -20.9% |
| 5Y | -7.4% | -15.3% | +8.0% | -13.4% |
| 10Y | +143.7% | -31.2% | +174.8% | +128.0% |
| All | +143.7% | -27.6% | +171.3% | +128.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling