+388.9%
LRCX vs IONS
+36.3%
+352.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.3% |
| 7D | +9.5% | -8.7% | +18.2% | +10.8% |
| 30D | +3.1% | -1.6% | +4.7% | +3.2% |
| 3M | -3.4% | -24.9% | +21.5% | -1.3% |
| 6M | +49.7% | -25.7% | +75.3% | +53.1% |
| YTD | +84.9% | -29.2% | +114.0% | +90.8% |
| 1Y | +200.8% | -13.0% | +213.8% | +199.4% |
| All | +388.9% | +36.3% | +352.6% | +335.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling