-17.5%
LPLA vs IONS
-59.8%
+42.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.1% | +10.1% | +0.4% |
| 7D | +3.6% | -30.3% | +33.9% | +1.6% |
| 30D | -6.8% | -37.7% | +31.0% | -9.0% |
| 3M | -17.0% | -50.5% | +33.5% | -19.5% |
| 6M | +1.8% | -62.8% | +64.6% | -3.3% |
| YTD | -13.4% | -64.4% | +51.0% | -17.7% |
| 1Y | -17.5% | -59.5% | +42.0% | -22.2% |
| All | -17.5% | -59.8% | +42.2% | -22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling