+2,019.3%
RMD vs ZBH
+265.6%
+1,753.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.7% |
| 7D | -4.2% | -6.6% | +2.4% | -1.8% |
| 30D | -2.1% | -4.9% | +2.9% | -0.3% |
| 3M | +13.8% | +5.1% | +8.6% | +11.7% |
| 6M | -10.6% | +1.3% | -12.0% | -11.4% |
| YTD | -8.1% | +3.4% | -11.4% | -9.7% |
| 1Y | -18.0% | -8.7% | -9.3% | -16.4% |
| 3Y | +52.9% | -21.2% | +74.1% | +62.1% |
| 5Y | -22.3% | -29.2% | +6.9% | -15.3% |
| 10Y | +274.8% | -17.5% | +292.3% | +266.8% |
| All | +2,019.3% | +265.6% | +1,753.7% | +1,082.6% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling