+145.8%
ZTS vs IQV
+492.3%
-346.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -1.6% |
| 7D | -4.8% | +0.3% | -5.1% | -5.0% |
| 30D | +1.2% | +8.6% | -7.4% | -2.5% |
| 3M | -6.0% | +41.1% | -47.1% | -20.5% |
| 6M | -38.7% | +48.6% | -87.3% | -49.9% |
| YTD | -40.6% | +15.0% | -55.6% | -46.0% |
| 1Y | -50.6% | +38.1% | -88.7% | -59.0% |
| 3Y | -58.7% | +21.4% | -80.1% | -65.2% |
| 5Y | -62.8% | -1.0% | -61.8% | -65.7% |
| 10Y | +56.2% | +233.0% | -176.8% | -20.1% |
| All | +145.8% | +492.3% | -346.5% | +7.2% |
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