+414.5%
ZS vs IOVA
-45.9%
+460.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.6% |
| 7D | -7.8% | +9.7% | -17.6% | -8.9% |
| 30D | +5.0% | +102.5% | -97.5% | -5.6% |
| 3M | +25.5% | +100.7% | -75.1% | +11.9% |
| 6M | +8.7% | +106.3% | -97.6% | -5.6% |
| YTD | -24.5% | +222.0% | -246.5% | -39.3% |
| 1Y | -36.7% | +299.5% | -336.2% | -51.5% |
| 3Y | +7.2% | +42.9% | -35.7% | -20.1% |
| 5Y | -40.9% | -65.0% | +24.1% | -48.1% |
| All | +414.5% | -45.9% | +460.5% | +243.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling