+414.5%
ZS vs RMD
+153.5%
+261.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.3% |
| 7D | -7.8% | -5.0% | -2.8% | -5.8% |
| 30D | +5.0% | +2.2% | +2.8% | +3.9% |
| 3M | +25.5% | +17.8% | +7.7% | +16.7% |
| 6M | +8.7% | -11.3% | +20.0% | +13.4% |
| YTD | -24.5% | -4.4% | -20.1% | -24.3% |
| 1Y | -36.7% | -15.7% | -21.0% | -33.0% |
| 3Y | +7.2% | +47.7% | -40.5% | -17.5% |
| 5Y | -40.9% | -19.2% | -21.7% | -39.9% |
| All | +414.5% | +153.5% | +261.1% | +192.3% |
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