+421.5%
ZBRA vs RACE
+783.2%
-361.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -1.8% | -2.6% | +0.8% | -0.3% |
| 30D | -8.8% | -1.1% | -7.7% | -8.4% |
| 3M | +47.2% | +12.5% | +34.7% | +37.4% |
| 6M | +61.3% | +17.4% | +43.9% | +45.8% |
| YTD | +42.0% | +10.1% | +31.9% | +32.7% |
| 1Y | +10.5% | -15.1% | +25.6% | +18.2% |
| 3Y | +34.5% | +38.9% | -4.4% | +0.4% |
| 5Y | -40.3% | +90.7% | -131.0% | -63.4% |
| 10Y | +421.5% | +801.8% | -380.3% | +51.4% |
| All | +421.5% | +783.2% | -361.6% | +51.4% |
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