+390.7%
ZS vs RACE
+252.6%
+138.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.7% | -4.1% |
| 7D | -9.2% | -1.0% | -8.2% | -8.6% |
| 30D | -4.0% | -1.5% | -2.5% | -3.1% |
| 3M | +25.3% | +15.5% | +9.8% | +14.8% |
| 6M | -1.3% | +17.3% | -18.6% | -11.7% |
| YTD | -28.0% | +11.1% | -39.1% | -34.1% |
| 1Y | -42.5% | -14.3% | -28.2% | -39.3% |
| 3Y | +0.7% | +40.2% | -39.4% | -29.4% |
| 5Y | -42.3% | +92.6% | -134.9% | -67.2% |
| All | +390.7% | +252.6% | +138.1% | +80.5% |
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