+39,814.5%
RMD vs ZBRA
+3,435.2%
+36,379.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -2.7% |
| 7D | -4.5% | +2.6% | -7.0% | -4.9% |
| 30D | +4.6% | -6.4% | +11.0% | +5.9% |
| 3M | +14.8% | +51.3% | -36.5% | +5.3% |
| 6M | -12.1% | +60.5% | -72.6% | -20.6% |
| YTD | -7.5% | +45.2% | -52.7% | -15.2% |
| 1Y | -20.1% | +12.3% | -32.4% | -23.4% |
| 3Y | +53.9% | +37.5% | +16.4% | +39.1% |
| 5Y | -22.2% | -39.2% | +17.0% | -20.2% |
| 10Y | +268.2% | +417.0% | -148.8% | +155.9% |
| All | +39,814.5% | +3,435.2% | +36,379.3% | +23,975.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling