-37.5%
LBRT vs IONS
-16.4%
-21.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.2% |
| 7D | -29.1% | -9.4% | -19.7% | -28.5% |
| 30D | -38.4% | -10.7% | -27.6% | -37.8% |
| 3M | -40.1% | -27.7% | -12.4% | -38.7% |
| 6M | -62.9% | -48.7% | -14.2% | -61.0% |
| YTD | -34.5% | -50.2% | +15.6% | -31.1% |
| 1Y | -30.2% | -46.8% | +16.6% | -27.1% |
| 3Y | -37.5% | -14.8% | -22.6% | -43.2% |
| All | -37.5% | -16.4% | -21.1% | -43.2% |
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