+252.6%
ZETA vs RMD
+11.1%
+241.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.9% |
| 7D | +2.7% | -5.0% | +7.6% | +4.8% |
| 30D | +15.8% | +2.2% | +13.6% | +14.5% |
| 3M | +35.4% | +17.8% | +17.6% | +26.0% |
| 6M | +67.1% | -11.3% | +78.4% | +75.0% |
| YTD | +54.1% | -4.4% | +58.5% | +55.4% |
| 1Y | +67.8% | -15.7% | +83.5% | +78.9% |
| 3Y | +311.4% | +47.7% | +263.7% | +227.2% |
| 5Y | +324.8% | -19.2% | +344.0% | +321.0% |
| All | +252.6% | +11.1% | +241.6% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling