+203.4%
RSP vs ZBRA
+425.5%
-222.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | -3.1% | -3.8% | +0.6% | -2.1% |
| 30D | -3.4% | -10.2% | +6.8% | -0.5% |
| 3M | +3.6% | +58.7% | -55.1% | -10.8% |
| 6M | +9.0% | +61.9% | -52.9% | -7.5% |
| YTD | +12.2% | +41.7% | -29.5% | -1.6% |
| 1Y | +15.6% | +12.4% | +3.2% | +8.2% |
| 3Y | +51.6% | +34.2% | +17.5% | +29.0% |
| 5Y | +50.4% | -40.8% | +91.2% | +60.3% |
| All | +203.4% | +425.5% | -222.1% | +81.3% |
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