-29.5%
LEN vs IONS
-60.0%
+30.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.4% |
| 7D | -5.8% | -26.3% | +20.5% | -4.3% |
| 30D | +13.7% | -31.9% | +45.7% | +16.4% |
| 3M | -3.9% | -48.0% | +44.1% | +0.9% |
| 6M | -0.4% | -62.6% | +62.2% | +5.4% |
| YTD | -16.8% | -63.3% | +46.4% | -12.7% |
| 1Y | -29.5% | -58.4% | +28.9% | -32.5% |
| All | -29.5% | -60.0% | +30.5% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling