-49.6%
ZTS vs IQV
+46.0%
-95.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -2.0% | +2.3% | -4.3% | -2.5% |
| 30D | +1.9% | +13.4% | -11.5% | -0.9% |
| 3M | -4.0% | +43.3% | -47.3% | -11.9% |
| 6M | -39.1% | +50.5% | -89.7% | -44.9% |
| YTD | -38.8% | +18.8% | -57.6% | -41.7% |
| 1Y | -49.6% | +45.5% | -95.0% | -54.9% |
| All | -49.6% | +46.0% | -95.5% | -54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling