+63.4%
ZM vs RMD
+149.4%
-86.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.3% |
| 7D | +2.9% | -5.0% | +7.9% | +4.3% |
| 30D | +0.7% | +2.2% | -1.5% | 0.0% |
| 3M | -3.7% | +17.8% | -21.5% | -8.0% |
| 6M | +29.9% | -11.3% | +41.2% | +33.2% |
| YTD | +17.4% | -4.4% | +21.9% | +17.7% |
| 1Y | +22.4% | -15.7% | +38.1% | +26.8% |
| 3Y | +41.3% | +47.7% | -6.5% | +21.3% |
| 5Y | -66.0% | -19.2% | -46.8% | -66.6% |
| All | +63.4% | +149.4% | -86.0% | -0.6% |
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