-9.3%
LHX vs IONS
-44.5%
+35.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -6.4% |
| 7D | -0.3% | -10.6% | +10.2% | +0.5% |
| 30D | +9.7% | -7.7% | +17.4% | +10.2% |
| 3M | -8.5% | -27.1% | +18.6% | -6.3% |
| 6M | -15.1% | -46.8% | +31.7% | -11.2% |
| YTD | -10.4% | -49.2% | +38.8% | -4.9% |
| 1Y | -9.3% | -44.9% | +35.6% | -3.6% |
| All | -9.3% | -44.5% | +35.2% | -3.6% |
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