-38.6%
ZS vs IQV
-0.1%
-38.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.4% |
| 7D | -3.1% | -2.2% | -0.9% | -1.8% |
| 30D | -7.2% | +8.3% | -15.5% | -11.5% |
| 3M | +30.5% | +44.6% | -14.1% | +3.6% |
| 6M | +7.0% | +52.6% | -45.6% | -18.8% |
| YTD | -26.8% | +16.1% | -43.0% | -34.7% |
| 1Y | -42.6% | +37.3% | -79.9% | -54.4% |
| 3Y | -0.3% | +21.6% | -21.9% | -20.6% |
| All | -38.6% | -0.1% | -38.4% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling