+49.3%
RMD vs ZBRA
+33.4%
+15.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -4.2% | -3.8% | -0.4% | -3.5% |
| 30D | -2.1% | -10.2% | +8.1% | 0.0% |
| 3M | +13.8% | +58.7% | -44.9% | +2.6% |
| 6M | -10.6% | +61.9% | -72.5% | -20.3% |
| YTD | -8.1% | +41.7% | -49.8% | -16.3% |
| 1Y | -18.0% | +12.4% | -30.3% | -21.4% |
| All | +49.3% | +33.4% | +15.8% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling