+1,145.6%
LPLA vs IONS
+185.3%
+960.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.1% | +10.1% | +2.3% |
| 7D | +3.6% | -30.3% | +33.9% | +8.4% |
| 30D | -6.8% | -37.7% | +31.0% | -1.0% |
| 3M | -17.0% | -50.5% | +33.5% | -9.2% |
| 6M | +1.8% | -62.8% | +64.6% | +15.1% |
| YTD | -13.4% | -64.4% | +51.0% | -1.7% |
| 1Y | -17.5% | -59.5% | +42.0% | -8.3% |
| 3Y | +36.5% | -39.2% | +75.6% | +38.0% |
| 5Y | +92.6% | -15.3% | +108.0% | +79.8% |
| 10Y | +809.2% | -31.2% | +840.4% | +745.9% |
| All | +1,145.6% | +185.3% | +960.3% | +639.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling