-40.8%
ZBRA vs IONS
+53.9%
-94.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | -0.1% |
| 7D | -3.8% | -4.3% | +0.5% | -3.1% |
| 30D | -10.2% | +0.4% | -10.6% | -10.4% |
| 3M | +58.7% | -24.1% | +82.8% | +63.3% |
| 6M | +61.9% | -26.4% | +88.4% | +67.3% |
| YTD | +41.7% | -29.7% | +71.3% | +47.1% |
| 1Y | +12.4% | -13.0% | +25.4% | +12.1% |
| 3Y | +34.2% | +35.0% | -0.9% | +16.4% |
| 5Y | -40.8% | +54.2% | -95.0% | -52.6% |
| All | -40.8% | +53.9% | -94.7% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling