-40.7%
ZS vs IOVA
-64.1%
+23.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +2.8% |
| 7D | -3.8% | -2.2% | -1.6% | -3.7% |
| 30D | -6.0% | +31.7% | -37.7% | -8.6% |
| 3M | +32.0% | +117.3% | -85.3% | +21.0% |
| 6M | +2.1% | +55.8% | -53.7% | -4.4% |
| YTD | -26.2% | +208.8% | -234.9% | -36.5% |
| 1Y | -41.2% | +255.7% | -296.9% | -50.7% |
| 3Y | +3.3% | +41.7% | -38.4% | -17.8% |
| 5Y | -40.7% | -64.9% | +24.2% | -45.7% |
| All | -40.7% | -64.1% | +23.4% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling