+56.2%
ZTS vs IONS
+88.4%
-32.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -2.6% |
| 7D | -4.8% | -5.3% | +0.5% | -4.0% |
| 30D | +1.2% | +0.3% | +1.0% | +1.1% |
| 3M | -6.0% | -22.9% | +16.9% | -3.2% |
| 6M | -38.7% | -23.4% | -15.3% | -36.9% |
| YTD | -40.6% | -28.3% | -12.3% | -38.3% |
| 1Y | -50.6% | -7.0% | -43.6% | -50.7% |
| 3Y | -58.7% | +37.6% | -96.4% | -62.6% |
| 5Y | -62.8% | +53.4% | -116.2% | -67.7% |
| 10Y | +56.2% | +83.9% | -27.7% | +34.7% |
| All | +56.2% | +88.4% | -32.2% | +34.7% |
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 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