+65.8%
ZETA vs IONS
-7.3%
+73.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.8% |
| 7D | -2.4% | -5.3% | +2.9% | -2.5% |
| 30D | +15.6% | +0.3% | +15.3% | +15.2% |
| 3M | +41.5% | -22.9% | +64.4% | +41.4% |
| 6M | +63.4% | -23.4% | +86.8% | +62.5% |
| YTD | +51.3% | -28.3% | +79.6% | +51.1% |
| 1Y | +65.8% | -7.0% | +72.8% | +76.7% |
| All | +65.8% | -7.3% | +73.1% | +76.7% |
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 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