-31.6%
ZS vs ACWI
+14.9%
-46.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.2% |
| 7D | -12.3% | -0.5% | -11.8% | -12.0% |
| 30D | +11.2% | -1.6% | +12.9% | +12.2% |
| 3M | +37.5% | -1.3% | +38.8% | +38.5% |
| 6M | +57.8% | +5.8% | +52.0% | +53.8% |
| YTD | -0.2% | +12.7% | -12.9% | -6.8% |
| 1Y | -31.6% | +15.0% | -46.6% | -37.6% |
| All | -31.6% | +14.9% | -46.5% | -37.6% |
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