+7.9%
ZBH vs IONS
-44.5%
+52.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.7% | +14.2% | +13.5% |
| 7D | +14.3% | -10.6% | +24.9% | +14.4% |
| 30D | +20.3% | -7.7% | +28.0% | +20.3% |
| 3M | +15.3% | -27.1% | +42.4% | +15.8% |
| 6M | +33.9% | -46.8% | +80.7% | +33.8% |
| YTD | +23.5% | -49.2% | +72.7% | +23.4% |
| 1Y | +7.9% | -44.9% | +52.8% | +8.5% |
| All | +7.9% | -44.5% | +52.4% | +8.5% |
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