+9,109.6%
LEN vs IONS
+266.7%
+8,842.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.3% |
| 7D | +2.1% | -9.4% | +11.5% | +3.4% |
| 30D | +16.6% | -10.7% | +27.3% | +18.2% |
| 3M | +5.3% | -27.7% | +33.0% | +9.8% |
| 6M | -0.8% | -48.7% | +47.9% | +7.7% |
| YTD | -11.7% | -50.2% | +38.4% | -4.0% |
| 1Y | -24.6% | -46.8% | +22.2% | -18.8% |
| 3Y | -18.7% | -14.8% | -3.8% | -19.8% |
| 5Y | -4.4% | +17.0% | -21.4% | -11.2% |
| 10Y | +152.2% | +45.3% | +106.9% | +115.9% |
| All | +9,109.6% | +266.7% | +8,842.9% | +5,594.5% |
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 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