+54.2%
RSP vs ZBH
-19.5%
+73.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.3% |
| 7D | -0.4% | -5.2% | +4.8% | +0.6% |
| 30D | -1.5% | -2.4% | +0.9% | -1.1% |
| 3M | +4.8% | +8.3% | -3.5% | +2.9% |
| 6M | +10.3% | +0.7% | +9.6% | +9.7% |
| YTD | +14.1% | +5.3% | +8.7% | +12.2% |
| 1Y | +17.0% | -9.1% | +26.1% | +18.3% |
| 3Y | +54.2% | -19.7% | +73.9% | +59.9% |
| All | +54.2% | -19.5% | +73.7% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling