+39.7%
LVS vs IONS
+381.1%
-341.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.4% | -3.7% | +1.3% |
| 7D | -0.8% | -26.3% | +25.4% | +5.3% |
| 30D | +10.0% | -31.9% | +41.9% | +18.7% |
| 3M | -11.0% | -48.0% | +37.0% | +1.7% |
| 6M | -20.1% | -62.6% | +42.4% | -3.1% |
| YTD | -36.3% | -63.3% | +26.9% | -22.8% |
| 1Y | -36.8% | -58.4% | +21.6% | -25.6% |
| 3Y | -9.5% | -38.2% | +28.7% | -7.1% |
| 5Y | +9.3% | -11.1% | +20.4% | -0.8% |
| 10Y | -11.0% | -31.7% | +20.8% | -22.1% |
| All | +39.7% | +381.1% | -341.4% | -54.4% |
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