+294.5%
ZETA vs RACE
+103.7%
+190.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.8% | +8.9% | +8.7% |
| 7D | +13.2% | +0.2% | +13.0% | +13.1% |
| 30D | +6.0% | +6.6% | -0.6% | +1.7% |
| 3M | +27.3% | +2.2% | +25.1% | +25.2% |
| 6M | +104.6% | +22.4% | +82.2% | +77.5% |
| YTD | +72.3% | +13.8% | +58.5% | +55.2% |
| 1Y | +76.3% | +2.2% | +74.1% | +70.8% |
| 3Y | +325.6% | +25.6% | +300.0% | +215.0% |
| 5Y | +254.2% | +71.0% | +183.3% | +80.9% |
| All | +294.5% | +103.7% | +190.8% | +84.7% |
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 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