-25.3%
LII vs IONS
-60.0%
+34.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.3% | +0.7% |
| 7D | +2.9% | -26.3% | +29.2% | +4.7% |
| 30D | +0.9% | -31.9% | +32.9% | +3.3% |
| 3M | -15.5% | -48.0% | +32.5% | -10.6% |
| 6M | -30.2% | -62.6% | +32.3% | -24.6% |
| YTD | -26.8% | -63.3% | +36.4% | -20.8% |
| 1Y | -25.3% | -58.4% | +33.1% | -23.1% |
| All | -25.3% | -60.0% | +34.7% | -23.1% |
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