+249.0%
ZETA vs RACE
+103.8%
+145.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.2% |
| 7D | -0.4% | +5.1% | -5.5% | -3.6% |
| 30D | -8.0% | +7.7% | -15.7% | -12.3% |
| 3M | +21.4% | +2.2% | +19.2% | +19.4% |
| 6M | +80.1% | +23.8% | +56.3% | +55.1% |
| YTD | +52.5% | +13.9% | +38.6% | +37.3% |
| 1Y | +58.5% | +3.8% | +54.7% | +51.9% |
| 3Y | +281.7% | +28.0% | +253.6% | +177.5% |
| 5Y | +237.3% | +64.9% | +172.4% | +74.8% |
| All | +249.0% | +103.8% | +145.2% | +63.3% |
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