+3,188.9%
LII vs IONS
+477.3%
+2,711.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.2% | +1.2% |
| 7D | -0.7% | -4.8% | +4.1% | -0.2% |
| 30D | -12.6% | +7.2% | -19.8% | -13.4% |
| 3M | -24.4% | -22.7% | -1.8% | -22.6% |
| 6M | -28.7% | -26.9% | -1.8% | -26.5% |
| YTD | -19.1% | -26.6% | +7.4% | -16.7% |
| 1Y | -29.7% | -2.1% | -27.6% | -30.1% |
| 3Y | +4.8% | +43.4% | -38.7% | -2.8% |
| 5Y | +24.6% | +47.0% | -22.4% | +13.1% |
| 10Y | +169.2% | +97.2% | +72.0% | +123.3% |
| All | +3,188.9% | +477.3% | +2,711.6% | +1,656.7% |
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