+37.3%
LMT vs IONS
+39.5%
-2.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.4% | +2.2% |
| 7D | -1.5% | -5.3% | +3.8% | -1.3% |
| 30D | -8.2% | +0.3% | -8.5% | -8.3% |
| 3M | +3.7% | -22.9% | +26.6% | +4.5% |
| 6M | -19.2% | -23.4% | +4.2% | -18.5% |
| YTD | +12.9% | -28.3% | +41.2% | +13.9% |
| 1Y | +19.8% | -7.0% | +26.8% | +20.4% |
| 3Y | +37.3% | +37.6% | -0.3% | +37.7% |
| All | +37.3% | +39.5% | -2.3% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling