-40.7%
ZS vs RMD
-22.9%
-17.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | -3.8% | -4.7% | +0.9% | -1.9% |
| 30D | -6.0% | +0.2% | -6.2% | -6.1% |
| 3M | +32.0% | +12.0% | +20.0% | +25.5% |
| 6M | +2.1% | -12.5% | +14.7% | +7.5% |
| YTD | -26.2% | -7.9% | -18.2% | -24.6% |
| 1Y | -41.2% | -20.4% | -20.8% | -35.9% |
| 3Y | +3.3% | +53.1% | -49.8% | -27.2% |
| 5Y | -40.7% | -22.1% | -18.6% | -32.5% |
| All | -40.7% | -22.9% | -17.8% | -32.5% |
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 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