+420.8%
RSG vs ZBRA
+435.2%
-14.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.5% |
| 7D | 0.0% | -3.4% | +3.4% | +0.5% |
| 30D | +4.0% | -7.4% | +11.4% | +5.0% |
| 3M | +7.4% | +57.5% | -50.1% | 0.0% |
| 6M | +0.1% | +64.0% | -63.9% | -7.7% |
| YTD | +6.0% | +44.3% | -38.3% | -0.8% |
| 1Y | -3.0% | +10.9% | -13.8% | -5.7% |
| 3Y | +56.5% | +37.5% | +19.0% | +42.0% |
| 5Y | +90.9% | -39.7% | +130.6% | +99.9% |
| All | +420.8% | +435.2% | -14.4% | +265.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling