+59.3%
RSP vs ZETA
+259.8%
-200.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.2% | +1.9% |
| 7D | +0.4% | +6.2% | -5.8% | -0.1% |
| 30D | +3.7% | -2.0% | +5.7% | +3.8% |
| 3M | +0.8% | +21.7% | -20.9% | -1.3% |
| 6M | +9.1% | +89.1% | -80.1% | +1.9% |
| YTD | +16.7% | +59.3% | -42.6% | +10.1% |
| 1Y | +19.7% | +66.2% | -46.5% | +12.2% |
| 3Y | +66.7% | +297.3% | -230.6% | +34.8% |
| 5Y | +48.7% | +227.5% | -178.8% | +16.8% |
| All | +59.3% | +259.8% | -200.6% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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