+347.2%
ZBRA vs RACE
+658.1%
-311.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.2% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | -17.0% | +6.6% | -23.6% | -20.0% |
| 3M | -15.0% | +2.2% | -17.2% | -16.4% |
| 6M | +42.2% | +22.4% | +19.8% | +26.3% |
| YTD | +32.4% | +13.8% | +18.6% | +21.5% |
| 1Y | +23.3% | +2.2% | +21.1% | +19.7% |
| 3Y | +55.9% | +25.6% | +30.2% | +26.5% |
| 5Y | -44.8% | +71.0% | -115.7% | -62.8% |
| 10Y | +371.4% | +739.1% | -367.7% | +54.3% |
| All | +347.2% | +658.1% | -311.0% | +32.1% |
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