-15.9%
ACN vs ZS
+9.6%
-25.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -3.8% | -2.6% | -1.2% | -3.3% |
| 30D | +16.5% | -12.8% | +29.4% | +19.2% |
| 3M | +41.5% | +2.3% | +39.2% | +38.3% |
| 6M | +60.1% | +26.3% | +33.8% | +45.3% |
| YTD | -3.9% | -14.4% | +10.5% | -7.0% |
| 1Y | +4.1% | -37.6% | +41.7% | +6.6% |
| 3Y | -15.9% | +8.0% | -23.9% | -24.5% |
| All | -15.9% | +9.6% | -25.4% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling