+548.8%
LNG vs IONS
+92.6%
+456.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | -4.5% | -4.3% | -0.2% | -4.0% |
| 30D | +4.7% | +0.4% | +4.3% | +4.6% |
| 3M | +15.1% | -24.1% | +39.2% | +18.0% |
| 6M | +13.6% | -26.4% | +40.0% | +16.6% |
| YTD | +44.0% | -29.7% | +73.6% | +48.4% |
| 1Y | +18.4% | -13.0% | +31.4% | +18.7% |
| 3Y | +75.9% | +35.0% | +40.8% | +61.5% |
| 5Y | +231.7% | +54.2% | +177.5% | +191.7% |
| All | +548.8% | +92.6% | +456.2% | +465.9% |
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