+81.6%
ZS vs ACI
+32.8%
+48.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -2.6% | +2.3% | -4.9% | -2.8% |
| 30D | -12.8% | +1.2% | -14.1% | -12.9% |
| 3M | +2.3% | +6.8% | -4.5% | +1.7% |
| 6M | +26.3% | -18.7% | +45.0% | +27.1% |
| YTD | -14.4% | -20.2% | +5.8% | -13.9% |
| 1Y | -37.6% | -23.7% | -13.9% | -37.0% |
| 3Y | +8.0% | -31.6% | +39.7% | +9.6% |
| 5Y | -44.9% | -42.8% | -2.1% | -44.4% |
| All | +81.6% | +32.8% | +48.7% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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