+510.3%
IQV vs ZBRA
+645.1%
-134.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | -2.6% | -1.8% | -0.8% | -2.0% |
| 30D | +6.2% | -8.8% | +15.0% | +9.3% |
| 3M | +38.0% | +47.2% | -9.3% | +19.5% |
| 6M | +43.9% | +61.3% | -17.4% | +20.1% |
| YTD | +14.0% | +42.0% | -28.0% | -1.5% |
| 1Y | +35.5% | +10.5% | +25.0% | +26.4% |
| 3Y | +20.3% | +34.5% | -14.2% | +1.8% |
| 5Y | -1.6% | -40.3% | +38.6% | +4.3% |
| 10Y | +233.4% | +421.5% | -188.1% | +103.4% |
| All | +510.3% | +645.1% | -134.8% | +221.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling