-29.7%
ZTS vs ACWI
+12.9%
-42.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.1% |
| 7D | -1.0% | +0.3% | -1.4% | -0.9% |
| 30D | +10.8% | -2.8% | +13.6% | +12.4% |
| 3M | +14.1% | -3.2% | +17.2% | +15.9% |
| 6M | +0.8% | +1.3% | -0.5% | -0.9% |
| YTD | -33.1% | +11.2% | -44.3% | -38.5% |
| All | -29.7% | +12.9% | -42.6% | -35.9% |
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