+246.3%
ZETA vs IQV
+8.0%
+238.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | +0.3% |
| 7D | -2.4% | +0.3% | -2.8% | -2.6% |
| 30D | +15.6% | +8.6% | +7.0% | +9.5% |
| 3M | +41.5% | +41.1% | +0.4% | +12.1% |
| 6M | +63.4% | +48.6% | +14.9% | +24.2% |
| YTD | +51.3% | +15.0% | +36.3% | +35.7% |
| 1Y | +65.8% | +38.1% | +27.7% | +31.1% |
| 3Y | +279.2% | +21.4% | +257.8% | +217.0% |
| 5Y | +341.8% | -1.0% | +342.8% | +309.2% |
| All | +246.3% | +8.0% | +238.3% | +218.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling