-26.7%
ZTS vs RMD
-1.9%
-24.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.9% | +1.6% | +4.5% |
| 7D | +15.4% | -3.9% | +19.3% | +17.0% |
| 30D | +25.8% | +7.9% | +17.8% | +19.8% |
| 3M | +18.1% | +8.1% | +10.0% | +12.3% |
| 6M | -19.7% | +15.5% | -35.3% | -26.7% |
| YTD | -27.5% | +0.7% | -28.2% | -31.1% |
| 1Y | -26.7% | -1.4% | -25.4% | -30.4% |
| All | -26.7% | -1.9% | -24.8% | -30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling