+56.1%
LNT vs IONS
-11.1%
+67.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -21.4% | +22.4% | +1.8% |
| 7D | +0.6% | -24.8% | +25.4% | +1.5% |
| 30D | +12.4% | -31.5% | +43.9% | +13.8% |
| 3M | +6.7% | -45.2% | +51.9% | +9.0% |
| 6M | +3.9% | -59.1% | +63.0% | +7.2% |
| YTD | +16.5% | -60.8% | +77.3% | +20.3% |
| 1Y | +12.5% | -57.9% | +70.3% | +15.7% |
| 3Y | +66.9% | -34.5% | +101.3% | +67.4% |
| 5Y | +56.1% | -8.8% | +64.9% | +57.9% |
| All | +56.1% | -11.1% | +67.2% | +57.9% |
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