+239.5%
ZETA vs IQV
+9.1%
+230.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.4% |
| 7D | -3.7% | -2.2% | -1.5% | -2.4% |
| 30D | +5.7% | +8.3% | -2.6% | +0.3% |
| 3M | +50.4% | +44.6% | +5.9% | +17.3% |
| 6M | +65.5% | +52.6% | +12.9% | +23.5% |
| YTD | +48.3% | +16.1% | +32.2% | +32.1% |
| 1Y | +45.4% | +37.3% | +8.1% | +15.3% |
| 3Y | +270.8% | +21.6% | +249.2% | +210.1% |
| 5Y | +336.1% | +0.5% | +335.6% | +301.5% |
| All | +239.5% | +9.1% | +230.4% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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