+17.2%
LMT vs IONS
-13.5%
+30.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.2% |
| 7D | -0.5% | -4.3% | +3.7% | 0.0% |
| 30D | -10.8% | +0.4% | -11.2% | -11.0% |
| 3M | +1.6% | -24.1% | +25.7% | +3.6% |
| 6M | -17.6% | -26.4% | +8.9% | -15.7% |
| YTD | +11.6% | -29.7% | +41.2% | +14.4% |
| 1Y | +17.2% | -13.0% | +30.3% | +17.1% |
| All | +17.2% | -13.5% | +30.7% | +17.1% |
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