+1,178.8%
LNG vs IONS
+729.9%
+449.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +3.4% | -4.8% | +8.3% | +4.1% |
| 30D | +14.9% | +7.2% | +7.7% | +13.8% |
| 3M | +21.4% | -22.7% | +44.1% | +24.5% |
| 6M | +17.8% | -26.9% | +44.7% | +21.4% |
| YTD | +51.3% | -26.6% | +77.9% | +55.6% |
| 1Y | +24.4% | -2.1% | +26.6% | +23.1% |
| 3Y | +79.7% | +43.4% | +36.2% | +64.5% |
| 5Y | +241.3% | +47.0% | +194.3% | +205.1% |
| 10Y | +603.1% | +97.2% | +506.0% | +471.6% |
| All | +1,178.8% | +729.9% | +449.0% | +757.5% |
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