+61.0%
ZM vs RACE
+218.0%
-157.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +1.6% |
| 7D | +11.0% | -1.2% | +12.2% | +11.5% |
| 30D | +5.6% | +6.1% | -0.5% | +3.3% |
| 3M | -9.1% | -0.3% | -8.9% | -9.1% |
| 6M | -2.6% | +23.4% | -26.0% | -10.2% |
| YTD | +15.7% | +12.5% | +3.1% | +9.3% |
| 1Y | +18.8% | -0.5% | +19.2% | +17.6% |
| 3Y | +62.2% | +23.6% | +38.6% | +37.9% |
| 5Y | -60.9% | +65.4% | -126.3% | -72.6% |
| All | +61.0% | +218.0% | -157.1% | +3.8% |
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