+50.5%
RSP vs ZBRA
-40.4%
+90.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -1.8% | -1.8% | 0.0% | -1.4% |
| 30D | -2.5% | -8.8% | +6.3% | -0.4% |
| 3M | +3.0% | +47.2% | -44.2% | -7.9% |
| 6M | +8.9% | +61.3% | -52.4% | -5.6% |
| YTD | +13.0% | +42.0% | -29.0% | +0.7% |
| 1Y | +16.2% | +10.5% | +5.8% | +10.6% |
| 3Y | +52.7% | +34.5% | +18.2% | +31.9% |
| 5Y | +50.5% | -40.3% | +90.8% | +63.5% |
| All | +50.5% | -40.4% | +90.9% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling