+82.5%
ACN vs ZS
+604.7%
-522.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -4.0% | -13.7% | +9.6% | -1.6% |
| 30D | +19.0% | -14.2% | +33.2% | +21.7% |
| 3M | +42.2% | +8.5% | +33.7% | +38.5% |
| 6M | +50.1% | +30.2% | +20.0% | +39.4% |
| YTD | -2.7% | -13.8% | +11.1% | -3.7% |
| 1Y | +7.6% | -41.5% | +49.1% | +13.3% |
| 3Y | -15.9% | +10.7% | -26.6% | -22.0% |
| 5Y | -24.4% | -43.6% | +19.2% | -27.3% |
| All | +82.5% | +604.7% | -522.2% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling