-11.1%
LHX vs IONS
-14.8%
+3.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.4% | -0.9% |
| 7D | -4.3% | -6.7% | +2.4% | -3.6% |
| 30D | -15.1% | -4.1% | -11.0% | -14.9% |
| 3M | -21.0% | -26.6% | +5.6% | -19.6% |
| 6M | -32.0% | -27.5% | -4.5% | -30.7% |
| YTD | -15.3% | -31.5% | +16.1% | -12.6% |
| 1Y | -11.1% | -15.3% | +4.3% | -7.1% |
| All | -11.1% | -14.8% | +3.8% | -7.1% |
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 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