+10,707.9%
LHX vs IONS
+170.3%
+10,537.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -0.5% |
| 7D | +4.8% | -26.3% | +31.1% | +7.6% |
| 30D | +14.7% | -31.9% | +46.6% | +18.7% |
| 3M | -5.1% | -48.0% | +42.9% | +0.8% |
| 6M | -9.9% | -62.6% | +52.7% | -1.4% |
| YTD | -6.1% | -63.3% | +57.2% | +2.9% |
| 1Y | -4.0% | -58.4% | +54.4% | +3.7% |
| 3Y | +56.9% | -38.2% | +95.1% | +59.3% |
| 5Y | +36.6% | -11.1% | +47.7% | +31.0% |
| 10Y | +217.5% | -31.7% | +249.2% | +200.1% |
| All | +10,707.9% | +170.3% | +10,537.6% | +6,368.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling