+49.6%
RSP vs ZBH
-13.8%
+63.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | +0.7% | +10.6% | -9.8% | -2.3% |
| 30D | +3.7% | +20.4% | -16.7% | -2.0% |
| 3M | +0.7% | +10.0% | -9.4% | -2.5% |
| 6M | +9.0% | +31.0% | -22.0% | -0.2% |
| YTD | +16.7% | +20.3% | -3.6% | +9.0% |
| 1Y | +19.0% | +22.2% | -3.3% | +10.5% |
| 3Y | +64.7% | +4.7% | +60.0% | +56.6% |
| 5Y | +49.6% | -13.7% | +63.3% | +52.4% |
| All | +49.6% | -13.8% | +63.4% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling