+32.2%
LNT vs IONS
+51.6%
-19.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | +1.0% | -5.3% | +6.3% | +1.2% |
| 30D | -1.1% | +0.3% | -1.4% | -1.1% |
| 3M | -3.6% | -22.9% | +19.3% | -2.8% |
| 6M | -2.7% | -23.4% | +20.7% | -1.9% |
| YTD | +8.0% | -28.3% | +36.3% | +9.0% |
| 1Y | +10.5% | -7.0% | +17.5% | +10.4% |
| 3Y | +49.6% | +37.6% | +12.0% | +46.0% |
| 5Y | +32.2% | +53.4% | -21.2% | +27.0% |
| All | +32.2% | +51.6% | -19.4% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling