+2,848.5%
LII vs IONS
+285.6%
+2,562.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.5% | -2.4% |
| 7D | +0.2% | -12.6% | +12.8% | +1.8% |
| 30D | -4.6% | -11.8% | +7.2% | -3.3% |
| 3M | -21.7% | -28.4% | +6.7% | -18.7% |
| 6M | -32.8% | -48.4% | +15.6% | -27.9% |
| YTD | -27.5% | -51.0% | +23.4% | -21.8% |
| 1Y | -28.0% | -48.0% | +20.1% | -22.9% |
| 3Y | -7.2% | -17.8% | +10.6% | -8.1% |
| 5Y | +22.6% | +15.2% | +7.4% | +14.7% |
| 10Y | +171.5% | +43.0% | +128.5% | +134.1% |
| All | +2,848.5% | +285.6% | +2,562.9% | +1,549.0% |
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