+55.5%
ZM vs IQV
+95.8%
-40.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.2% | -1.6% | -3.9% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | -7.7% | +8.6% | -16.3% | -9.8% |
| 3M | -4.7% | +41.1% | -45.8% | -14.1% |
| 6M | +24.4% | +48.6% | -24.1% | +10.0% |
| YTD | +11.8% | +15.0% | -3.2% | +5.9% |
| 1Y | +13.4% | +38.1% | -24.8% | +1.6% |
| 3Y | +33.8% | +21.4% | +12.4% | +21.6% |
| 5Y | -67.2% | -1.0% | -66.1% | -69.8% |
| All | +55.5% | +95.8% | -40.2% | +49.2% |
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 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