+57.1%
LHX vs IONS
+36.3%
+20.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -3.7% | -8.7% | +4.9% | -3.2% |
| 30D | -13.2% | -1.6% | -11.5% | -13.1% |
| 3M | -18.4% | -24.9% | +6.5% | -17.2% |
| 6M | -32.0% | -25.7% | -6.3% | -31.0% |
| YTD | -13.6% | -29.2% | +15.5% | -12.2% |
| 1Y | -6.0% | -13.0% | +7.0% | -5.3% |
| All | +57.1% | +36.3% | +20.8% | +53.9% |
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