+8.4%
ZS vs RMD
+68.9%
-60.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -15.5% | +1.9% | -17.4% | -15.9% |
| 3M | +9.0% | +6.3% | +2.7% | +7.5% |
| 6M | +32.2% | +18.2% | +14.0% | +27.5% |
| YTD | -14.1% | +0.3% | -14.4% | -14.6% |
| 1Y | -39.1% | -4.3% | -34.8% | -38.7% |
| All | +8.4% | +68.9% | -60.4% | -9.6% |
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 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