+90.3%
LPLA vs IONS
-11.1%
+101.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -21.4% | +24.7% | +4.9% |
| 7D | +2.3% | -24.8% | +27.1% | +4.2% |
| 30D | -7.7% | -31.5% | +23.9% | -5.3% |
| 3M | -15.7% | -45.2% | +29.5% | -11.9% |
| 6M | +0.8% | -59.1% | +59.9% | +7.4% |
| YTD | -14.2% | -60.8% | +46.6% | -8.3% |
| 1Y | -17.9% | -57.9% | +39.9% | -13.1% |
| 3Y | +36.1% | -34.5% | +70.6% | +32.7% |
| 5Y | +90.3% | -8.8% | +99.2% | +68.9% |
| All | +90.3% | -11.1% | +101.5% | +68.9% |
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