+63.4%
ZM vs RACE
+217.1%
-153.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.9% | +5.2% | +3.9% |
| 7D | +2.9% | -2.5% | +5.5% | +3.9% |
| 30D | +0.7% | +0.8% | -0.1% | +0.4% |
| 3M | -3.7% | +17.2% | -20.8% | -9.4% |
| 6M | +29.9% | +13.6% | +16.3% | +23.0% |
| YTD | +17.4% | +12.2% | +5.2% | +11.3% |
| 1Y | +22.4% | -16.3% | +38.7% | +28.3% |
| 3Y | +41.3% | +36.4% | +4.8% | +14.4% |
| 5Y | -66.0% | +95.0% | -161.0% | -76.6% |
| All | +63.4% | +217.1% | -153.7% | +5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling