+54.2%
RSP vs ZBRA
+34.1%
+20.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.5% |
| 7D | -0.4% | +2.6% | -3.0% | -0.9% |
| 30D | -1.5% | -6.4% | +4.8% | -0.3% |
| 3M | +4.8% | +51.3% | -46.5% | -5.2% |
| 6M | +10.3% | +60.5% | -50.2% | -2.1% |
| YTD | +14.1% | +45.2% | -31.1% | +3.0% |
| 1Y | +17.0% | +12.3% | +4.7% | +12.3% |
| 3Y | +54.2% | +37.5% | +16.7% | +34.3% |
| All | +54.2% | +34.1% | +20.1% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling