-49.9%
ZTS vs IOVA
+265.5%
-315.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -2.9% |
| 7D | -4.8% | +5.1% | -9.8% | -5.1% |
| 30D | +1.2% | +37.2% | -36.0% | -1.4% |
| 3M | -6.0% | +117.5% | -123.5% | -12.9% |
| 6M | -38.7% | +69.6% | -108.3% | -42.5% |
| YTD | -40.6% | +218.7% | -259.3% | -46.2% |
| All | -49.9% | +265.5% | -315.5% | -55.1% |
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