+65.5%
LH vs IONS
+39.5%
+25.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -0.8% | -5.3% | +4.5% | -0.2% |
| 30D | +2.0% | +0.3% | +1.7% | +1.9% |
| 3M | +24.3% | -22.9% | +47.1% | +27.0% |
| 6M | +21.1% | -23.4% | +44.5% | +23.8% |
| YTD | +30.4% | -28.3% | +58.8% | +34.4% |
| 1Y | +18.4% | -7.0% | +25.4% | +17.9% |
| 3Y | +65.5% | +37.6% | +27.9% | +56.0% |
| All | +65.5% | +39.5% | +25.9% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling