+431.5%
LIN vs IONS
-32.1%
+463.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -0.1% |
| 7D | +2.1% | -26.3% | +28.4% | +5.4% |
| 30D | +6.8% | -31.9% | +38.7% | +11.2% |
| 3M | +10.4% | -48.0% | +58.4% | +18.6% |
| 6M | +3.2% | -62.6% | +65.7% | +14.8% |
| YTD | +24.6% | -63.3% | +87.9% | +38.7% |
| 1Y | +24.4% | -58.4% | +82.8% | +36.1% |
| 3Y | +36.7% | -38.2% | +75.0% | +37.8% |
| 5Y | +67.0% | -11.1% | +78.1% | +54.9% |
| All | +431.5% | -32.1% | +463.6% | +409.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling