-26.7%
ZTS vs IOVA
+362.8%
-389.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.5% | +9.0% | +7.5% |
| 7D | +15.4% | -41.3% | +56.7% | +17.3% |
| 30D | +25.8% | -38.5% | +64.3% | +27.4% |
| 3M | +18.1% | +99.5% | -81.4% | +10.1% |
| 6M | -19.7% | +126.0% | -145.7% | -26.1% |
| YTD | -27.5% | +218.7% | -246.2% | -33.5% |
| 1Y | -26.7% | +378.0% | -404.7% | -33.3% |
| All | -26.7% | +362.8% | -389.5% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling