+1,144.5%
RSP vs ZBRA
+990.7%
+153.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | +2.4% | +0.6% | +1.8% | +2.1% |
| 30D | +4.3% | -14.0% | +18.3% | +9.2% |
| 3M | -0.3% | -14.7% | +14.3% | +4.4% |
| 6M | +9.8% | +31.3% | -21.5% | -1.9% |
| YTD | +16.8% | +33.4% | -16.6% | +2.4% |
| 1Y | +19.5% | +34.1% | -14.6% | +4.5% |
| 3Y | +65.1% | +59.9% | +5.2% | +29.7% |
| 5Y | +48.7% | -45.3% | +94.0% | +61.6% |
| 10Y | +213.6% | +384.4% | -170.9% | +46.0% |
| All | +1,144.5% | +990.7% | +153.8% | +202.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling