-49.1%
ZTS vs IONS
-16.4%
-32.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.4% |
| 7D | -0.4% | -9.4% | +9.0% | +0.4% |
| 30D | +11.7% | -10.7% | +22.5% | +12.7% |
| 3M | +3.5% | -27.7% | +31.1% | +6.1% |
| 6M | -27.6% | -48.7% | +21.1% | -23.8% |
| YTD | -35.5% | -50.2% | +14.7% | -31.9% |
| 1Y | -32.1% | -46.8% | +14.7% | -28.8% |
| 3Y | -49.1% | -14.8% | -34.2% | -50.7% |
| All | -49.1% | -16.4% | -32.7% | -50.7% |
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