-26.7%
ZTS vs IONS
-44.5%
+17.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.5% |
| 7D | +15.4% | -10.6% | +26.0% | +16.3% |
| 30D | +25.8% | -7.7% | +33.5% | +26.3% |
| 3M | +18.1% | -27.1% | +45.2% | +20.3% |
| 6M | -19.7% | -46.8% | +27.0% | -16.9% |
| YTD | -27.5% | -49.2% | +21.7% | -24.8% |
| 1Y | -26.7% | -44.9% | +18.2% | -25.6% |
| All | -26.7% | -44.5% | +17.8% | -25.6% |
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 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