-53.6%
Z vs IONS
-44.5%
-9.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.7% | +10.1% | +9.4% |
| 7D | +10.2% | -10.6% | +20.8% | +10.4% |
| 30D | +23.7% | -7.7% | +31.4% | +23.8% |
| 3M | -6.6% | -27.1% | +20.5% | -6.6% |
| 6M | -23.0% | -46.8% | +23.8% | -24.7% |
| YTD | -50.3% | -49.2% | -1.1% | -51.4% |
| 1Y | -53.6% | -44.9% | -8.7% | -56.3% |
| All | -53.6% | -44.5% | -9.0% | -56.3% |
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