+398.6%
ZS vs IQV
+148.7%
+249.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.3% |
| 7D | -3.1% | -2.2% | -0.9% | -1.9% |
| 30D | -7.2% | +8.3% | -15.5% | -11.1% |
| 3M | +30.5% | +44.6% | -14.1% | +6.1% |
| 6M | +7.0% | +52.6% | -45.6% | -16.4% |
| YTD | -26.8% | +16.1% | -43.0% | -34.1% |
| 1Y | -42.6% | +37.3% | -79.9% | -53.2% |
| 3Y | -0.3% | +21.6% | -21.9% | -17.7% |
| 5Y | -39.2% | +0.5% | -39.7% | -43.5% |
| All | +398.6% | +148.7% | +249.9% | +220.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling