+483.2%
ZS vs RMD
+166.6%
+316.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -2.6% | +2.1% | -4.7% | -3.5% |
| 30D | -12.8% | +2.1% | -14.9% | -13.8% |
| 3M | +2.3% | +6.2% | -4.0% | -0.5% |
| 6M | +26.3% | +19.4% | +6.9% | +16.2% |
| YTD | -14.4% | +0.5% | -15.0% | -16.1% |
| 1Y | -37.6% | -3.9% | -33.7% | -37.6% |
| 3Y | +8.0% | +72.5% | -64.5% | -22.5% |
| 5Y | -44.9% | -1.5% | -43.3% | -48.4% |
| All | +483.2% | +166.6% | +316.6% | +223.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling