+11,596.6%
LIN vs IONS
+418.1%
+11,178.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +2.6% |
| 7D | +3.3% | -10.6% | +13.8% | +4.2% |
| 30D | +8.8% | -7.7% | +16.5% | +9.4% |
| 3M | +8.6% | -27.1% | +35.7% | +11.2% |
| 6M | +7.0% | -46.8% | +53.8% | +11.9% |
| YTD | +24.3% | -49.2% | +73.5% | +30.3% |
| 1Y | +27.3% | -44.9% | +72.2% | +32.5% |
| 3Y | +38.9% | -14.9% | +53.8% | +37.4% |
| 5Y | +69.4% | +15.9% | +53.4% | +61.4% |
| 10Y | +440.7% | +48.0% | +392.8% | +391.6% |
| All | +11,596.6% | +418.1% | +11,178.5% | +7,851.7% |
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