+1,992.3%
RSG vs ZBRA
+1,747.3%
+244.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.8% |
| 7D | 0.0% | -1.8% | +1.8% | +0.3% |
| 30D | +3.7% | -8.8% | +12.5% | +5.3% |
| 3M | +6.2% | +47.2% | -41.1% | -2.3% |
| 6M | -2.8% | +61.3% | -64.1% | -12.4% |
| YTD | +5.9% | +42.0% | -36.1% | -2.8% |
| 1Y | -1.8% | +10.5% | -12.2% | -5.9% |
| 3Y | +57.5% | +34.5% | +23.0% | +40.2% |
| 5Y | +91.1% | -40.3% | +131.4% | +94.8% |
| 10Y | +428.1% | +421.5% | +6.6% | +224.8% |
| All | +1,992.3% | +1,747.3% | +244.9% | +584.1% |
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