-36.7%
ZS vs ACWI
+23.6%
-60.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -7.8% | +0.5% | -8.3% | -8.1% |
| 30D | +5.0% | +0.9% | +4.2% | +4.5% |
| 3M | +25.5% | +2.4% | +23.1% | +23.9% |
| 6M | +8.7% | +12.4% | -3.7% | +1.1% |
| YTD | -24.5% | +15.2% | -39.7% | -31.8% |
| 1Y | -36.7% | +22.7% | -59.4% | -49.8% |
| All | -36.7% | +23.6% | -60.3% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling