+55.5%
ZM vs RACE
+214.0%
-158.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.5% |
| 7D | +1.6% | -1.0% | +2.7% | +2.0% |
| 30D | -7.7% | -1.5% | -6.2% | -7.2% |
| 3M | -4.7% | +15.5% | -20.1% | -9.8% |
| 6M | +24.4% | +17.3% | +7.1% | +16.5% |
| YTD | +11.8% | +11.1% | +0.7% | +6.3% |
| 1Y | +13.4% | -14.3% | +27.6% | +17.7% |
| 3Y | +33.8% | +40.2% | -6.3% | +6.9% |
| 5Y | -67.2% | +92.6% | -159.7% | -77.3% |
| All | +55.5% | +214.0% | -158.5% | +0.9% |
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