+34.4%
ZM vs RMD
+51.8%
-17.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.2% | -1.6% | -4.3% |
| 7D | +1.6% | -4.5% | +6.1% | +2.4% |
| 30D | -7.7% | +4.6% | -12.3% | -8.4% |
| 3M | -4.7% | +14.8% | -19.4% | -7.0% |
| 6M | +24.4% | -12.1% | +36.5% | +27.3% |
| YTD | +11.8% | -7.5% | +19.2% | +12.9% |
| 1Y | +13.4% | -20.1% | +33.4% | +17.9% |
| All | +34.4% | +51.8% | -17.4% | +20.5% |
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 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