+10,077.0%
LHX vs IONS
+440.4%
+9,636.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -2.0% | -4.8% | +2.9% | -1.5% |
| 30D | -9.9% | +7.2% | -17.1% | -10.7% |
| 3M | -16.5% | -22.7% | +6.2% | -14.7% |
| 6M | -29.6% | -26.9% | -2.7% | -27.7% |
| YTD | -11.6% | -26.6% | +15.0% | -9.3% |
| 1Y | -4.1% | -2.1% | -2.0% | -4.7% |
| 3Y | +53.3% | +43.4% | +9.8% | +43.1% |
| 5Y | +22.3% | +47.0% | -24.7% | +11.8% |
| 10Y | +231.9% | +97.2% | +134.7% | +181.7% |
| All | +10,077.0% | +440.4% | +9,636.6% | +5,606.2% |
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