+129.4%
ZETA vs RACE
+23.6%
+105.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.3% |
| 7D | +26.5% | -4.0% | +30.5% | +28.4% |
| 30D | +10.3% | +3.5% | +6.7% | +8.9% |
| 3M | +30.5% | -0.4% | +31.0% | +31.1% |
| 6M | +129.4% | +23.2% | +106.2% | +121.1% |
| All | +129.4% | +23.6% | +105.7% | +121.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling