+480.9%
LDOS vs IONS
+565.6%
-84.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.6% |
| 7D | -7.1% | -5.3% | -1.8% | -6.6% |
| 30D | -6.1% | +0.3% | -6.3% | -6.2% |
| 3M | +5.6% | -22.9% | +28.5% | +8.1% |
| 6M | -26.9% | -23.4% | -3.5% | -25.2% |
| YTD | -27.9% | -28.3% | +0.4% | -25.8% |
| 1Y | -26.8% | -7.0% | -19.8% | -26.9% |
| 3Y | +39.6% | +37.6% | +2.0% | +29.8% |
| 5Y | +39.4% | +53.4% | -14.0% | +25.4% |
| 10Y | +260.0% | +83.9% | +176.0% | +205.9% |
| All | +480.9% | +565.6% | -84.7% | +270.1% |
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 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