+8,844.3%
ZBRA vs IONS
+293.8%
+8,550.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +1.8% | -4.8% | +6.6% | +2.3% |
| 30D | -1.7% | +7.2% | -8.9% | -2.6% |
| 3M | +47.8% | -22.7% | +70.4% | +51.1% |
| 6M | +56.7% | -26.9% | +83.6% | +61.2% |
| YTD | +49.4% | -26.6% | +76.0% | +53.3% |
| 1Y | +16.5% | -2.1% | +18.7% | +15.5% |
| 3Y | +31.5% | +43.4% | -12.0% | +21.8% |
| 5Y | -38.6% | +47.0% | -85.6% | -44.0% |
| 10Y | +421.0% | +97.2% | +323.8% | +343.7% |
| All | +8,844.3% | +293.8% | +8,550.4% | +4,717.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling