+476.0%
LDOS vs IONS
+557.5%
-81.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.7% |
| 7D | -4.2% | -8.7% | +4.4% | -3.2% |
| 30D | -7.9% | -1.6% | -6.3% | -7.8% |
| 3M | +4.1% | -24.9% | +29.0% | +6.9% |
| 6M | -28.2% | -25.7% | -2.5% | -26.3% |
| YTD | -28.5% | -29.2% | +0.6% | -26.3% |
| 1Y | -27.7% | -13.0% | -14.7% | -27.2% |
| 3Y | +38.4% | +35.9% | +2.5% | +28.9% |
| 5Y | +38.0% | +54.5% | -16.5% | +24.1% |
| 10Y | +262.1% | +93.1% | +168.9% | +206.2% |
| All | +476.0% | +557.5% | -81.5% | +267.4% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling