-42.5%
ZS vs ACWI
+21.5%
-64.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.3% |
| 7D | -9.2% | +1.1% | -10.3% | -9.8% |
| 30D | -4.0% | -0.2% | -3.8% | -3.8% |
| 3M | +25.3% | +4.7% | +20.6% | +22.0% |
| 6M | -1.3% | +14.5% | -15.8% | -10.0% |
| YTD | -28.0% | +14.6% | -42.6% | -34.7% |
| 1Y | -42.5% | +21.4% | -63.9% | -53.3% |
| All | -42.5% | +21.5% | -64.0% | -53.3% |
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