+25.5%
ACN vs ZS
+504.0%
-478.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -2.3% |
| 7D | -6.3% | -3.8% | -2.5% | -5.7% |
| 30D | -1.4% | -6.0% | +4.6% | -0.5% |
| 3M | +2.6% | +32.0% | -29.4% | -2.7% |
| 6M | -14.3% | +2.1% | -16.4% | -16.4% |
| YTD | -33.1% | -26.2% | -7.0% | -31.3% |
| 1Y | -28.8% | -41.2% | +12.4% | -24.4% |
| 3Y | -43.0% | +3.3% | -46.3% | -45.9% |
| 5Y | -44.0% | -40.7% | -3.3% | -45.6% |
| All | +25.5% | +504.0% | -478.5% | -11.2% |
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