+36.9%
LMT vs IONS
-59.1%
+96.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.7% | +1.1% |
| 7D | +2.5% | -29.4% | +32.0% | +3.7% |
| 30D | +19.2% | -35.1% | +54.3% | +21.3% |
| 3M | +2.7% | -48.9% | +51.6% | +6.8% |
| 6M | +20.6% | -62.4% | +83.0% | +28.5% |
| YTD | +28.4% | -64.2% | +92.6% | +37.0% |
| 1Y | +36.9% | -60.9% | +97.8% | +46.1% |
| All | +36.9% | -59.1% | +96.1% | +46.1% |
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