+236.7%
IQV vs ZBRA
+435.2%
-198.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.1% |
| 7D | -2.2% | -3.4% | +1.2% | -1.0% |
| 30D | +8.3% | -7.4% | +15.7% | +11.3% |
| 3M | +44.6% | +57.5% | -12.9% | +19.7% |
| 6M | +52.6% | +64.0% | -11.4% | +23.2% |
| YTD | +16.1% | +44.3% | -28.2% | -2.4% |
| 1Y | +37.3% | +10.9% | +26.4% | +26.6% |
| 3Y | +21.6% | +37.5% | -16.0% | -1.2% |
| 5Y | +0.5% | -39.7% | +40.1% | +8.4% |
| All | +236.7% | +435.2% | -198.5% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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