-31.6%
ZS vs IQV
+25.1%
-56.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.5% |
| 7D | -12.3% | -5.5% | -6.8% | -10.1% |
| 30D | +11.2% | -0.9% | +12.1% | +11.7% |
| 3M | +37.5% | +15.6% | +21.9% | +30.6% |
| 6M | +57.8% | +63.9% | -6.1% | +30.3% |
| YTD | -0.2% | +17.0% | -17.2% | -3.5% |
| 1Y | -31.6% | +25.0% | -56.7% | -36.7% |
| All | -31.6% | +25.1% | -56.7% | -36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling