-65.5%
ZM vs IONS
+55.3%
-120.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | +2.9% | -4.8% | +7.8% | +3.9% |
| 30D | +0.7% | +7.2% | -6.5% | -1.0% |
| 3M | -3.7% | -22.7% | +19.0% | -0.1% |
| 6M | +29.9% | -26.9% | +56.8% | +36.3% |
| YTD | +17.4% | -26.6% | +44.0% | +22.9% |
| 1Y | +22.4% | -2.1% | +24.5% | +19.0% |
| 3Y | +41.3% | +43.4% | -2.1% | +15.3% |
| All | -65.5% | +55.3% | -120.8% | -75.0% |
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