+28.3%
RDW vs ZBH
-5.6%
+33.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.3% |
| 7D | -3.1% | -2.8% | -0.3% | -4.0% |
| 30D | -1.8% | -0.1% | -1.7% | -1.6% |
| 3M | -50.9% | +13.4% | -64.3% | -48.9% |
| 6M | +13.5% | +3.0% | +10.5% | +19.0% |
| YTD | +38.6% | +9.7% | +28.9% | +48.9% |
| 1Y | +28.3% | -5.4% | +33.7% | +28.6% |
| All | +28.3% | -5.6% | +33.9% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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