+618.6%
RVMD vs ZBRA
+48.6%
+570.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.0% |
| 7D | -0.7% | -1.8% | +1.0% | -0.1% |
| 30D | +0.3% | -8.8% | +9.1% | +3.7% |
| 3M | +38.9% | +47.2% | -8.4% | +17.6% |
| 6M | +108.1% | +61.3% | +46.8% | +68.7% |
| YTD | +160.7% | +42.0% | +118.7% | +118.7% |
| 1Y | +407.3% | +10.5% | +396.8% | +368.2% |
| 3Y | +546.6% | +34.5% | +512.1% | +415.5% |
| 5Y | +579.8% | -40.3% | +620.1% | +687.2% |
| All | +618.6% | +48.6% | +570.0% | +358.4% |
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