+56.9%
LHX vs IONS
-36.9%
+93.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -0.1% |
| 7D | +4.8% | -26.3% | +31.1% | +5.9% |
| 30D | +14.7% | -31.9% | +46.6% | +16.4% |
| 3M | -5.1% | -48.0% | +42.9% | -2.2% |
| 6M | -9.9% | -62.6% | +52.7% | -5.5% |
| YTD | -6.1% | -63.3% | +57.2% | -1.3% |
| 1Y | -4.0% | -58.4% | +54.4% | +0.2% |
| 3Y | +56.9% | -38.2% | +95.1% | +56.9% |
| All | +56.9% | -36.9% | +93.8% | +56.9% |
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