+43.5%
LH vs IONS
-59.8%
+103.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +0.3% |
| 7D | +4.8% | -30.3% | +35.0% | +7.1% |
| 30D | +18.8% | -37.7% | +56.6% | +22.7% |
| 3M | +15.7% | -50.5% | +66.2% | +21.7% |
| 6M | +46.7% | -62.8% | +109.4% | +56.1% |
| YTD | +48.9% | -64.4% | +113.3% | +59.8% |
| 1Y | +43.5% | -59.5% | +102.9% | +50.7% |
| All | +43.5% | -59.8% | +103.2% | +50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling