+279.2%
ZETA vs RMD
+52.4%
+226.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.7% |
| 7D | -2.4% | -4.5% | +2.0% | -1.0% |
| 30D | +15.6% | +4.6% | +11.0% | +13.8% |
| 3M | +41.5% | +14.8% | +26.7% | +35.2% |
| 6M | +63.4% | -12.1% | +75.5% | +70.3% |
| YTD | +51.3% | -7.5% | +58.8% | +54.4% |
| 1Y | +65.8% | -20.1% | +85.9% | +77.9% |
| 3Y | +279.2% | +53.9% | +225.3% | +240.8% |
| All | +279.2% | +52.4% | +226.8% | +240.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling