-41.1%
ZTS vs ACI
+18.9%
-60.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | -0.1% |
| 7D | -3.8% | -5.0% | +1.3% | -3.3% |
| 30D | -2.0% | -2.3% | +0.3% | -1.8% |
| 3M | -10.2% | -23.2% | +13.0% | -8.3% |
| 6M | -39.4% | -29.5% | -9.9% | -37.7% |
| YTD | -40.8% | -28.6% | -12.2% | -39.3% |
| 1Y | -50.1% | -34.0% | -16.1% | -48.5% |
| 3Y | -58.9% | -45.0% | -13.9% | -57.0% |
| 5Y | -62.4% | -44.0% | -18.3% | -61.0% |
| All | -41.1% | +18.9% | -60.0% | -42.4% |
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