+150.1%
LNT vs IONS
+84.6%
+65.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | +0.2% | -8.7% | +8.8% | +0.7% |
| 30D | -0.5% | -1.6% | +1.1% | -0.5% |
| 3M | -5.5% | -24.9% | +19.4% | -4.2% |
| 6M | -3.8% | -25.7% | +21.9% | -2.5% |
| YTD | +6.8% | -29.2% | +36.0% | +8.5% |
| 1Y | +9.3% | -13.0% | +22.3% | +9.6% |
| 3Y | +47.9% | +35.9% | +12.0% | +42.6% |
| 5Y | +31.6% | +54.5% | -22.9% | +24.6% |
| 10Y | +150.1% | +93.1% | +57.0% | +140.7% |
| All | +150.1% | +84.6% | +65.6% | +140.7% |
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