+7,889.0%
ZBRA vs IONS
+97.0%
+7,792.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.5% | +1.2% |
| 7D | +0.6% | -26.3% | +26.9% | +3.8% |
| 30D | -14.0% | -31.9% | +17.9% | -10.5% |
| 3M | -14.7% | -48.0% | +33.3% | -8.5% |
| 6M | +31.3% | -62.6% | +93.9% | +45.2% |
| YTD | +33.4% | -63.3% | +96.7% | +47.6% |
| 1Y | +34.1% | -58.4% | +92.5% | +46.1% |
| 3Y | +59.9% | -38.2% | +98.1% | +63.0% |
| 5Y | -45.3% | -11.1% | -34.2% | -47.2% |
| 10Y | +384.4% | -31.7% | +416.2% | +364.4% |
| All | +7,889.0% | +97.0% | +7,792.0% | +4,538.2% |
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