+361.3%
LIN vs IONS
+96.6%
+264.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -2.1% | -4.8% | +2.7% | -1.5% |
| 30D | -2.4% | +7.2% | -9.6% | -3.3% |
| 3M | -5.6% | -22.7% | +17.1% | -3.3% |
| 6M | -3.4% | -26.9% | +23.5% | -0.4% |
| YTD | +13.1% | -26.6% | +39.7% | +16.4% |
| 1Y | +2.5% | -2.1% | +4.6% | +1.4% |
| 3Y | +27.6% | +43.4% | -15.8% | +16.4% |
| 5Y | +63.0% | +47.0% | +16.0% | +44.9% |
| All | +361.3% | +96.6% | +264.7% | +290.4% |
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