-26.2%
LII vs IONS
-44.5%
+18.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | +7.9% | -10.6% | +18.5% | +9.1% |
| 30D | -0.6% | -7.7% | +7.1% | 0.0% |
| 3M | -19.3% | -27.1% | +7.7% | -16.6% |
| 6M | -29.8% | -46.8% | +16.9% | -26.4% |
| YTD | -25.4% | -49.2% | +23.8% | -20.7% |
| 1Y | -26.2% | -44.9% | +18.7% | -23.3% |
| All | -26.2% | -44.5% | +18.3% | -23.3% |
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