+67.8%
ZETA vs RACE
-16.2%
+84.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.3% |
| 7D | +2.7% | -2.5% | +5.2% | +3.7% |
| 30D | +15.8% | +0.8% | +15.0% | +15.5% |
| 3M | +35.4% | +17.2% | +18.3% | +28.2% |
| 6M | +67.1% | +13.6% | +53.5% | +58.0% |
| YTD | +54.1% | +12.2% | +41.8% | +45.3% |
| 1Y | +67.8% | -16.3% | +84.1% | +57.7% |
| All | +67.8% | -16.2% | +84.0% | +57.7% |
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 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