-29.6%
ZTS vs IONS
-59.8%
+30.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.2% | +0.4% |
| 7D | -0.6% | -30.3% | +29.6% | +0.3% |
| 30D | +11.0% | -37.7% | +48.7% | +12.9% |
| 3M | +10.9% | -50.5% | +61.4% | +14.6% |
| 6M | +0.9% | -62.8% | +63.7% | +5.6% |
| YTD | -33.0% | -64.4% | +31.4% | -29.7% |
| 1Y | -29.6% | -59.5% | +29.9% | -30.8% |
| All | -29.6% | -59.8% | +30.1% | -30.8% |
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