+279.2%
ZETA vs IONS
+39.5%
+239.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -2.4% | -5.3% | +2.9% | -2.0% |
| 30D | +15.6% | +0.3% | +15.3% | +15.3% |
| 3M | +41.5% | -22.9% | +64.4% | +44.1% |
| 6M | +63.4% | -23.4% | +86.8% | +66.2% |
| YTD | +51.3% | -28.3% | +79.6% | +55.0% |
| 1Y | +65.8% | -7.0% | +72.8% | +64.5% |
| 3Y | +279.2% | +37.6% | +241.6% | +250.5% |
| All | +279.2% | +39.5% | +239.6% | +250.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling