-64.5%
ZM vs IONS
-11.1%
-53.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +6.4% |
| 7D | -0.3% | -24.8% | +24.5% | +5.0% |
| 30D | -6.2% | -31.5% | +25.4% | +0.8% |
| 3M | -12.2% | -45.2% | +33.0% | -1.5% |
| 6M | -16.0% | -59.1% | +43.0% | -1.3% |
| YTD | +6.3% | -60.8% | +67.1% | +25.9% |
| 1Y | +12.3% | -57.9% | +70.1% | +30.4% |
| 3Y | +51.2% | -34.5% | +85.7% | +48.9% |
| 5Y | -64.5% | -8.8% | -55.7% | -72.6% |
| All | -64.5% | -11.1% | -53.4% | -72.6% |
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