+294.9%
ZETA vs RMD
-7.7%
+302.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -1.9% | -1.8% |
| 7D | +18.1% | +2.1% | +16.0% | +17.1% |
| 30D | +13.6% | +2.1% | +11.5% | +12.4% |
| 3M | +23.7% | +6.2% | +17.5% | +20.2% |
| 6M | +128.5% | +19.4% | +109.1% | +109.3% |
| YTD | +80.1% | +0.5% | +79.6% | +77.5% |
| 1Y | +98.0% | -3.9% | +101.9% | +99.1% |
| 3Y | +348.6% | +72.5% | +276.0% | +228.6% |
| All | +294.9% | -7.7% | +302.6% | +296.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling