+375.7%
ZBRA vs RACE
+717.8%
-342.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.5% | -1.6% |
| 7D | -1.2% | -4.0% | +2.8% | +1.1% |
| 30D | -17.8% | +3.5% | -21.3% | -19.6% |
| 3M | -16.0% | -0.4% | -15.6% | -16.3% |
| 6M | +31.4% | +23.2% | +8.3% | +15.6% |
| YTD | +30.9% | +11.0% | +19.9% | +21.2% |
| 1Y | +24.3% | -2.2% | +26.5% | +23.6% |
| 3Y | +54.2% | +22.5% | +31.6% | +24.4% |
| 5Y | -46.3% | +63.2% | -109.5% | -64.4% |
| All | +375.7% | +717.8% | -342.1% | +35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling