+174.6%
ZTS vs IONS
+297.1%
-122.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -2.0% | -4.8% | +2.9% | -1.4% |
| 30D | +1.9% | +7.2% | -5.3% | +0.9% |
| 3M | -4.0% | -22.7% | +18.7% | -1.6% |
| 6M | -39.1% | -26.9% | -12.2% | -37.2% |
| YTD | -38.8% | -26.6% | -12.2% | -37.0% |
| 1Y | -49.6% | -2.1% | -47.4% | -50.0% |
| 3Y | -59.0% | +43.4% | -102.4% | -62.3% |
| 5Y | -61.8% | +47.0% | -108.7% | -65.6% |
| 10Y | +61.4% | +97.2% | -35.7% | +36.3% |
| All | +174.6% | +297.1% | -122.4% | +122.2% |
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