+324.5%
ZETA vs RMD
+16.0%
+308.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.9% | +5.7% | +6.8% |
| 7D | +18.8% | -0.8% | +19.6% | +19.2% |
| 30D | +12.6% | +1.7% | +10.9% | +11.7% |
| 3M | +29.5% | +6.4% | +23.1% | +25.7% |
| 6M | +128.6% | +20.7% | +107.9% | +108.5% |
| YTD | +85.5% | -0.2% | +85.6% | +83.3% |
| 1Y | +90.6% | -4.5% | +95.1% | +92.1% |
| 3Y | +358.0% | +70.5% | +287.5% | +240.7% |
| 5Y | +282.0% | -1.6% | +283.6% | +260.4% |
| All | +324.5% | +16.0% | +308.5% | +239.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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