+483.2%
ZS vs IONS
-44.4%
+527.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.9% |
| 7D | -2.6% | -26.3% | +23.7% | +3.8% |
| 30D | -12.8% | -31.9% | +19.1% | -5.3% |
| 3M | +2.3% | -48.0% | +50.3% | +17.9% |
| 6M | +26.3% | -62.6% | +88.8% | +55.4% |
| YTD | -14.4% | -63.3% | +48.8% | +5.0% |
| 1Y | -37.6% | -58.4% | +20.8% | -26.3% |
| 3Y | +8.0% | -38.2% | +46.2% | +7.2% |
| 5Y | -44.9% | -11.1% | -33.8% | -52.3% |
| All | +483.2% | -44.4% | +527.6% | +426.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling