-36.7%
ZS vs IOVA
+299.5%
-336.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.5% |
| 7D | -7.8% | +9.7% | -17.6% | -7.9% |
| 30D | +5.0% | +102.5% | -97.5% | +3.9% |
| 3M | +25.5% | +100.7% | -75.1% | +24.1% |
| 6M | +8.7% | +106.3% | -97.6% | +7.2% |
| YTD | -24.5% | +222.0% | -246.5% | -30.3% |
| 1Y | -36.7% | +299.5% | -336.2% | -41.5% |
| All | -36.7% | +299.5% | -336.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling