+2,024.1%
LLY vs IONS
-27.6%
+2,051.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.1% | +10.5% | +2.7% |
| 7D | +1.6% | -30.3% | +31.9% | +6.2% |
| 30D | +21.5% | -37.7% | +59.2% | +28.9% |
| 3M | +16.4% | -50.5% | +66.9% | +27.5% |
| 6M | +51.5% | -62.8% | +114.3% | +71.7% |
| YTD | +33.9% | -64.4% | +98.3% | +52.7% |
| 1Y | +49.1% | -59.5% | +108.6% | +66.9% |
| 3Y | +144.6% | -39.2% | +183.8% | +152.0% |
| 5Y | +466.3% | -15.3% | +481.7% | +444.2% |
| 10Y | +2,024.1% | -31.2% | +2,055.3% | +1,996.7% |
| All | +2,024.1% | -27.6% | +2,051.8% | +1,996.7% |
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 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