-58.7%
ZTS vs RMD
+52.4%
-111.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -2.0% |
| 7D | -4.8% | -4.5% | -0.3% | -3.4% |
| 30D | +1.2% | +4.6% | -3.4% | -0.1% |
| 3M | -6.0% | +14.8% | -20.8% | -10.0% |
| 6M | -38.7% | -12.1% | -26.7% | -36.9% |
| YTD | -40.6% | -7.5% | -33.1% | -39.7% |
| 1Y | -50.6% | -20.1% | -30.5% | -48.1% |
| 3Y | -58.7% | +53.9% | -112.6% | -62.4% |
| All | -58.7% | +52.4% | -111.1% | -62.4% |
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 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