+79.9%
ACN vs ZS
+602.6%
-522.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -5.7% | -5.2% | -0.5% | -4.9% |
| 30D | +17.0% | -15.5% | +32.5% | +20.0% |
| 3M | +39.9% | +9.0% | +30.9% | +36.2% |
| 6M | +50.2% | +32.2% | +18.0% | +39.1% |
| YTD | -4.2% | -14.1% | +9.9% | -5.1% |
| 1Y | +4.3% | -39.1% | +43.4% | +9.1% |
| 3Y | -17.1% | +10.4% | -27.5% | -23.1% |
| 5Y | -26.5% | -44.6% | +18.2% | -29.2% |
| All | +79.9% | +602.6% | -522.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling