+404.7%
ZBRA vs RACE
+647.6%
-242.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.5% |
| 7D | +1.8% | -2.5% | +4.3% | +3.1% |
| 30D | -1.7% | +0.8% | -2.5% | -2.2% |
| 3M | +47.8% | +17.2% | +30.6% | +35.3% |
| 6M | +56.7% | +13.6% | +43.2% | +44.9% |
| YTD | +49.4% | +12.2% | +37.2% | +38.6% |
| 1Y | +16.5% | -16.3% | +32.8% | +25.3% |
| 3Y | +31.5% | +36.4% | -5.0% | +1.7% |
| 5Y | -38.6% | +95.0% | -133.5% | -61.3% |
| 10Y | +421.0% | +813.2% | -392.3% | +65.8% |
| All | +404.7% | +647.6% | -242.9% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling