+34.1%
ZBRA vs IONS
-60.0%
+94.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.5% | +1.7% |
| 7D | +0.6% | -26.3% | +26.9% | +1.1% |
| 30D | -14.0% | -31.9% | +17.9% | -13.3% |
| 3M | -14.7% | -48.0% | +33.3% | -14.2% |
| 6M | +31.3% | -62.6% | +93.9% | +29.5% |
| YTD | +33.4% | -63.3% | +96.7% | +28.4% |
| 1Y | +34.1% | -58.4% | +92.5% | +25.8% |
| All | +34.1% | -60.0% | +94.1% | +25.8% |
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