-36.8%
LVS vs IONS
-60.0%
+23.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.4% | -3.7% | +2.4% |
| 7D | -0.8% | -26.3% | +25.4% | +0.2% |
| 30D | +10.0% | -31.9% | +41.9% | +11.4% |
| 3M | -11.0% | -48.0% | +37.0% | -8.9% |
| 6M | -20.1% | -62.6% | +42.4% | -18.1% |
| YTD | -36.3% | -63.3% | +26.9% | -35.0% |
| 1Y | -36.8% | -58.4% | +21.6% | -38.1% |
| All | -36.8% | -60.0% | +23.1% | -38.1% |
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