+275.4%
LDOS vs IONS
+96.6%
+178.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -5.4% | -4.8% | -0.6% | -4.8% |
| 30D | +4.9% | +7.2% | -2.3% | +3.8% |
| 3M | +7.2% | -22.7% | +29.9% | +10.1% |
| 6M | -24.2% | -26.9% | +2.6% | -21.7% |
| YTD | -25.8% | -26.6% | +0.8% | -23.5% |
| 1Y | -24.7% | -2.1% | -22.6% | -25.5% |
| 3Y | +39.3% | +43.4% | -4.2% | +26.2% |
| 5Y | +43.3% | +47.0% | -3.7% | +25.9% |
| All | +275.4% | +96.6% | +178.8% | +206.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling