+25.9%
LMT vs IONS
-44.5%
+70.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.8% |
| 7D | -5.5% | -10.6% | +5.1% | -4.6% |
| 30D | +17.5% | -7.7% | +25.2% | +18.1% |
| 3M | +1.6% | -27.1% | +28.7% | +4.4% |
| 6M | +16.3% | -46.8% | +63.1% | +22.6% |
| YTD | +25.3% | -49.2% | +74.5% | +32.1% |
| 1Y | +25.9% | -44.9% | +70.8% | +31.0% |
| All | +25.9% | -44.5% | +70.4% | +31.0% |
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