+1,255.2%
LNG vs IONS
+315.1%
+940.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -1.0% |
| 7D | +11.3% | -26.3% | +37.6% | +15.0% |
| 30D | +10.6% | -31.9% | +42.6% | +15.3% |
| 3M | +16.1% | -48.0% | +64.1% | +25.0% |
| 6M | +29.6% | -62.6% | +92.1% | +44.3% |
| YTD | +60.3% | -63.3% | +123.6% | +78.4% |
| 1Y | +46.1% | -58.4% | +104.5% | +59.9% |
| 3Y | +85.9% | -38.2% | +124.2% | +88.4% |
| 5Y | +210.8% | -11.1% | +221.9% | +194.3% |
| 10Y | +808.8% | -31.7% | +840.5% | +744.8% |
| All | +1,255.2% | +315.1% | +940.1% | +883.3% |
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