-32.1%
ZTS vs ACWI
+10.2%
-42.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -0.4% | -2.4% | +2.0% | +1.3% |
| 30D | +11.7% | -5.2% | +16.9% | +15.0% |
| 3M | +3.5% | -4.8% | +8.3% | +6.2% |
| 6M | -27.6% | -1.3% | -26.3% | -27.5% |
| YTD | -35.5% | +8.4% | -43.9% | -39.5% |
| 1Y | -32.1% | +11.0% | -43.1% | -37.8% |
| All | -32.1% | +10.2% | -42.3% | -37.8% |
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