+16.6%
ZS vs IONS
-34.1%
+50.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -21.4% | +22.1% | +2.4% |
| 7D | -11.1% | -24.8% | +13.8% | -9.1% |
| 30D | -14.8% | -31.5% | +16.7% | -12.3% |
| 3M | +18.0% | -45.2% | +63.2% | +23.2% |
| 6M | +30.8% | -59.1% | +89.9% | +39.6% |
| YTD | -11.5% | -60.8% | +49.3% | -5.5% |
| 1Y | -37.8% | -57.9% | +20.0% | -34.5% |
| 3Y | +16.6% | -34.5% | +51.1% | +6.7% |
| All | +16.6% | -34.1% | +50.7% | +6.7% |
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