+15,222.7%
LLY vs IONS
+440.4%
+14,782.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.1% | -4.8% | +2.7% | -1.7% |
| 30D | -1.6% | +7.2% | -8.8% | -2.3% |
| 3M | +2.3% | -22.7% | +25.0% | +4.2% |
| 6M | +14.9% | -26.9% | +41.8% | +17.6% |
| YTD | +7.5% | -26.6% | +34.0% | +10.0% |
| 1Y | +55.7% | -2.1% | +57.8% | +55.2% |
| 3Y | +110.6% | +43.4% | +67.2% | +100.0% |
| 5Y | +363.4% | +47.0% | +316.4% | +333.3% |
| 10Y | +1,649.0% | +97.2% | +1,551.8% | +1,444.3% |
| All | +15,222.7% | +440.4% | +14,782.3% | +9,671.1% |
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