-31.6%
ZS vs IONS
-44.5%
+12.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.4% |
| 7D | -12.3% | -10.6% | -1.7% | -13.4% |
| 30D | +11.2% | -7.7% | +18.9% | +10.2% |
| 3M | +37.5% | -27.1% | +64.6% | +31.0% |
| 6M | +57.8% | -46.8% | +104.6% | +46.1% |
| YTD | -0.2% | -49.2% | +49.0% | -10.1% |
| 1Y | -31.6% | -44.9% | +13.3% | -38.0% |
| All | -31.6% | -44.5% | +12.9% | -38.0% |
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 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