-32.9%
ZTS vs ACI
+33.9%
-66.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +12.4% | +4.9% | +7.5% | +12.0% |
| 3M | +13.6% | +11.1% | +2.5% | +12.4% |
| 6M | +9.3% | -14.9% | +24.2% | +10.4% |
| YTD | -32.6% | -19.6% | -13.0% | -31.7% |
| 1Y | -30.0% | -22.7% | -7.3% | -28.8% |
| 3Y | -48.7% | -31.2% | -17.5% | -47.4% |
| 5Y | -59.3% | -42.3% | -17.0% | -58.3% |
| All | -32.9% | +33.9% | -66.8% | -35.1% |
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