+414.5%
ZS vs IONS
+11.1%
+403.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -7.8% | -4.8% | -3.0% | -6.8% |
| 30D | +5.0% | +7.2% | -2.2% | +2.9% |
| 3M | +25.5% | -22.7% | +48.2% | +31.6% |
| 6M | +8.7% | -26.9% | +35.6% | +15.1% |
| YTD | -24.5% | -26.6% | +2.1% | -20.6% |
| 1Y | -36.7% | -2.1% | -34.6% | -39.0% |
| 3Y | +7.2% | +43.4% | -36.2% | -14.1% |
| 5Y | -40.9% | +47.0% | -87.9% | -54.2% |
| All | +414.5% | +11.1% | +403.4% | +297.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling