-61.7%
ZM vs RMD
-1.5%
-60.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +10.0% | +0.1% | +9.9% | +10.0% |
| 30D | -0.5% | +1.9% | -2.4% | -1.3% |
| 3M | -7.1% | +6.3% | -13.4% | -9.1% |
| 6M | -5.1% | +18.2% | -23.3% | -11.0% |
| YTD | +13.2% | +0.3% | +13.0% | +11.6% |
| 1Y | +15.3% | -4.3% | +19.6% | +15.6% |
| 3Y | +57.4% | +71.3% | -13.8% | +16.1% |
| 5Y | -61.7% | -1.8% | -59.9% | -64.7% |
| All | -61.7% | -1.5% | -60.2% | -64.7% |
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