+412.1%
LIN vs IONS
-27.6%
+439.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.1% | +9.3% | +1.3% |
| 7D | +2.0% | -30.3% | +32.3% | +6.0% |
| 30D | +7.9% | -37.7% | +45.6% | +13.5% |
| 3M | +6.3% | -50.5% | +56.8% | +14.8% |
| 6M | +6.5% | -62.8% | +69.3% | +18.4% |
| YTD | +23.6% | -64.4% | +87.9% | +37.9% |
| 1Y | +25.7% | -59.5% | +85.2% | +37.8% |
| 3Y | +35.6% | -39.2% | +74.8% | +36.9% |
| 5Y | +65.9% | -15.3% | +81.2% | +55.1% |
| 10Y | +412.1% | -31.2% | +443.2% | +397.3% |
| All | +412.1% | -27.6% | +439.7% | +397.3% |
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