+46.3%
LLY vs IONS
-59.1%
+105.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.3% |
| 7D | +1.4% | -29.4% | +30.8% | +5.8% |
| 30D | +21.5% | -35.1% | +56.7% | +29.1% |
| 3M | +18.5% | -48.9% | +67.3% | +32.1% |
| 6M | +49.1% | -62.4% | +111.5% | +72.7% |
| YTD | +34.4% | -64.2% | +98.6% | +58.9% |
| 1Y | +46.3% | -60.9% | +107.2% | +67.7% |
| All | +46.3% | -59.1% | +105.4% | +67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling