+403.3%
ZS vs IQV
+144.1%
+259.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.4% | +3.0% |
| 7D | -3.8% | -2.6% | -1.2% | -2.4% |
| 30D | -6.0% | +6.2% | -12.2% | -9.0% |
| 3M | +32.0% | +38.0% | -6.0% | +10.0% |
| 6M | +2.1% | +43.9% | -41.8% | -17.6% |
| YTD | -26.2% | +14.0% | -40.2% | -32.9% |
| 1Y | -41.2% | +35.5% | -76.7% | -51.7% |
| 3Y | +3.3% | +20.3% | -17.0% | -14.4% |
| 5Y | -40.7% | -1.6% | -39.1% | -44.3% |
| All | +403.3% | +144.1% | +259.2% | +226.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling