+250.5%
LDOS vs IONS
+17.3%
+233.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.5% |
| 7D | -7.2% | -9.4% | +2.2% | -6.0% |
| 30D | +16.8% | -10.7% | +27.6% | +18.5% |
| 3M | -1.6% | -27.7% | +26.1% | +2.5% |
| 6M | -1.0% | -48.7% | +47.7% | +7.3% |
| YTD | -25.8% | -50.2% | +24.4% | -19.4% |
| 1Y | -31.1% | -46.8% | +15.7% | -25.9% |
| 3Y | +32.8% | -14.8% | +47.6% | +29.5% |
| 5Y | +49.4% | +17.0% | +32.4% | +34.1% |
| All | +250.5% | +17.3% | +233.2% | +203.1% |
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 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