-29.6%
ZTS vs ACWI
+12.3%
-41.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | -0.6% | -0.2% | -0.5% | -0.2% |
| 30D | +11.0% | -3.3% | +14.3% | +12.9% |
| 3M | +10.9% | -3.4% | +14.3% | +12.9% |
| 6M | +0.9% | +0.8% | +0.1% | -0.4% |
| YTD | -33.0% | +10.7% | -43.7% | -38.2% |
| 1Y | -29.6% | +11.6% | -41.2% | -35.6% |
| All | -29.6% | +12.3% | -41.9% | -35.6% |
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