+120.7%
ZTS vs RACE
+639.5%
-518.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +2.9% | +1.3% |
| 7D | +1.0% | -4.0% | +5.0% | +2.5% |
| 30D | +12.4% | +3.5% | +8.9% | +11.2% |
| 3M | +13.6% | -0.4% | +14.0% | +13.8% |
| 6M | +9.3% | +23.2% | -13.8% | +1.1% |
| YTD | -32.6% | +11.0% | -43.6% | -35.7% |
| 1Y | -30.0% | -2.2% | -27.8% | -30.3% |
| 3Y | -48.7% | +22.5% | -71.3% | -55.3% |
| 5Y | -59.3% | +63.2% | -122.5% | -68.9% |
| 10Y | +79.8% | +704.3% | -624.5% | -14.5% |
| All | +120.7% | +639.5% | -518.8% | -2.1% |
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