+189.6%
ZTS vs IONS
+169.4%
+20.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.5% |
| 7D | -0.4% | -9.4% | +9.0% | +0.8% |
| 30D | +11.7% | -10.7% | +22.5% | +13.2% |
| 3M | +3.5% | -27.7% | +31.1% | +7.4% |
| 6M | -27.6% | -48.7% | +21.1% | -22.1% |
| YTD | -35.5% | -50.2% | +14.7% | -30.4% |
| 1Y | -32.1% | -46.8% | +14.7% | -27.4% |
| 3Y | -49.1% | -14.8% | -34.2% | -50.0% |
| 5Y | -61.0% | +17.0% | -78.0% | -63.9% |
| 10Y | +74.4% | +45.3% | +29.1% | +53.2% |
| All | +189.6% | +169.4% | +20.1% | +145.4% |
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