+19.4%
ZBH vs IONS
-36.2%
+55.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.6% | +0.9% | -2.2% |
| 7D | -2.1% | -29.6% | +27.5% | +1.9% |
| 30D | +13.6% | -35.6% | +49.1% | +19.5% |
| 3M | +7.1% | -51.7% | +58.8% | +16.9% |
| 6M | +26.1% | -64.0% | +90.1% | +42.1% |
| YTD | +17.2% | -65.5% | +82.7% | +32.7% |
| 1Y | +17.4% | -62.4% | +79.8% | +31.2% |
| 3Y | +2.0% | -41.1% | +43.1% | +3.3% |
| 5Y | -15.0% | -16.5% | +1.5% | -22.0% |
| All | +19.4% | -36.2% | +55.6% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling