+20.9%
ZS vs ACWI
+70.3%
-49.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.0% |
| 7D | -16.9% | -2.4% | -14.5% | -14.1% |
| 30D | -7.4% | -5.2% | -2.3% | -0.6% |
| 3M | +21.6% | -4.8% | +26.4% | +29.7% |
| 6M | +42.4% | -1.3% | +43.7% | +44.5% |
| YTD | -12.1% | +8.4% | -20.5% | -22.4% |
| 1Y | -37.8% | +11.0% | -48.9% | -47.2% |
| 3Y | +20.9% | +70.6% | -49.6% | -48.0% |
| All | +20.9% | +70.3% | -49.4% | -48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling