+181.6%
LNT vs IONS
-36.2%
+217.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.6% |
| 7D | -0.5% | -29.6% | +29.1% | +1.4% |
| 30D | +9.9% | -35.6% | +45.5% | +12.6% |
| 3M | +4.8% | -51.7% | +56.5% | +9.2% |
| 6M | +2.2% | -64.0% | +66.2% | +8.2% |
| YTD | +15.9% | -65.5% | +81.4% | +22.9% |
| 1Y | +10.6% | -62.4% | +73.0% | +16.5% |
| 3Y | +66.1% | -41.1% | +107.2% | +67.8% |
| 5Y | +55.6% | -16.5% | +72.1% | +51.1% |
| All | +181.6% | -36.2% | +217.8% | +178.5% |
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 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