+82.8%
ZS vs ACI
+32.1%
+50.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -13.7% | -5.3% | -8.3% | -13.3% |
| 30D | -14.2% | +5.0% | -19.2% | -14.5% |
| 3M | +8.5% | +7.5% | +1.0% | +7.9% |
| 6M | +30.2% | -16.0% | +46.2% | +30.8% |
| YTD | -13.8% | -20.6% | +6.8% | -13.3% |
| 1Y | -41.5% | -23.5% | -18.0% | -41.0% |
| 3Y | +10.7% | -32.1% | +42.9% | +12.4% |
| 5Y | -43.6% | -42.5% | -1.1% | -43.1% |
| All | +82.8% | +32.1% | +50.7% | +75.1% |
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