-44.6%
ZS vs RMD
-1.5%
-43.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -15.5% | +1.9% | -17.4% | -16.4% |
| 3M | +9.0% | +6.3% | +2.7% | +6.0% |
| 6M | +32.2% | +18.2% | +14.0% | +22.3% |
| YTD | -14.1% | +0.3% | -14.4% | -15.5% |
| 1Y | -39.1% | -4.3% | -34.8% | -38.8% |
| 3Y | +10.4% | +71.3% | -60.9% | -25.8% |
| 5Y | -44.6% | -1.8% | -42.9% | -47.4% |
| All | -44.6% | -1.5% | -43.1% | -47.4% |
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