+8,518.0%
LEN vs IONS
+440.4%
+8,077.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -3.2% | -4.8% | +1.7% | -2.5% |
| 30D | -4.9% | +7.2% | -12.1% | -5.9% |
| 3M | -8.5% | -22.7% | +14.2% | -5.9% |
| 6M | -20.7% | -26.9% | +6.2% | -17.9% |
| YTD | -17.4% | -26.6% | +9.2% | -14.7% |
| 1Y | -38.2% | -2.1% | -36.1% | -38.8% |
| 3Y | -24.9% | +43.4% | -68.3% | -31.1% |
| 5Y | -11.4% | +47.0% | -58.4% | -20.4% |
| 10Y | +110.0% | +97.2% | +12.9% | +72.1% |
| All | +8,518.0% | +440.4% | +8,077.7% | +4,962.4% |
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