+1,195.1%
LPLA vs IONS
+88.4%
+1,106.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -2.1% |
| 7D | -2.1% | -5.3% | +3.2% | -1.2% |
| 30D | -3.3% | +0.3% | -3.6% | -3.5% |
| 3M | +23.5% | -22.9% | +46.4% | +27.5% |
| 6M | +12.0% | -23.4% | +35.4% | +15.7% |
| YTD | -1.7% | -28.3% | +26.6% | +2.6% |
| 1Y | +3.2% | -7.0% | +10.3% | +2.2% |
| 3Y | +46.2% | +37.6% | +8.6% | +27.5% |
| 5Y | +144.9% | +53.4% | +91.5% | +100.2% |
| 10Y | +1,195.1% | +83.9% | +1,111.1% | +853.6% |
| All | +1,195.1% | +88.4% | +1,106.7% | +853.6% |
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