+36.9%
LIN vs IONS
-38.5%
+75.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +0.3% | -29.4% | +29.8% | +1.7% |
| 30D | +8.0% | -35.1% | +43.2% | +10.0% |
| 3M | +7.7% | -48.9% | +56.6% | +10.9% |
| 6M | +5.1% | -62.4% | +67.5% | +9.6% |
| YTD | +24.7% | -64.2% | +88.9% | +30.3% |
| 1Y | +25.1% | -60.9% | +86.0% | +30.0% |
| All | +36.9% | -38.5% | +75.3% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling