+361.9%
ZETA vs RACE
+26.1%
+335.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.6% |
| 7D | +18.8% | -3.9% | +22.6% | +20.8% |
| 30D | +12.6% | +6.8% | +5.8% | +9.4% |
| 3M | +29.5% | +1.3% | +28.1% | +28.5% |
| 6M | +128.6% | +26.3% | +102.3% | +105.5% |
| YTD | +85.5% | +13.8% | +71.7% | +73.2% |
| 1Y | +90.6% | -0.5% | +91.1% | +88.4% |
| All | +361.9% | +26.1% | +335.8% | +294.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling