+27.7%
ZBRA vs RACE
+10.6%
+17.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.4% | -0.8% |
| 7D | -13.6% | +9.9% | -23.5% | -17.0% |
| 30D | -11.5% | +12.8% | -24.3% | -16.0% |
| 3M | -9.9% | +7.4% | -17.2% | -12.7% |
| 6M | +48.6% | +27.6% | +21.0% | +33.2% |
| YTD | +36.9% | +18.4% | +18.5% | +27.1% |
| 1Y | +27.7% | +9.5% | +18.2% | +23.3% |
| All | +27.7% | +10.6% | +17.1% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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