+12.3%
ZM vs RACE
-14.8%
+27.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +0.3% | -2.6% | +3.0% | +0.8% |
| 30D | -10.3% | -1.1% | -9.2% | -10.0% |
| 3M | -0.7% | +12.5% | -13.2% | -2.3% |
| 6M | +24.8% | +17.4% | +7.4% | +22.0% |
| YTD | +11.5% | +10.1% | +1.3% | +9.4% |
| 1Y | +12.3% | -15.1% | +27.5% | +6.6% |
| All | +12.3% | -14.8% | +27.1% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling