+174.6%
ZTS vs RMD
+514.9%
-340.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -2.0% | -5.0% | +3.0% | -0.3% |
| 30D | +1.9% | +2.2% | -0.3% | +1.2% |
| 3M | -4.0% | +17.8% | -21.9% | -9.3% |
| 6M | -39.1% | -11.3% | -27.8% | -36.8% |
| YTD | -38.8% | -4.4% | -34.4% | -38.1% |
| 1Y | -49.6% | -15.7% | -33.8% | -46.9% |
| 3Y | -59.0% | +47.7% | -106.7% | -65.3% |
| 5Y | -61.8% | -19.2% | -42.5% | -60.9% |
| 10Y | +61.4% | +280.4% | -218.9% | +4.0% |
| All | +174.6% | +514.9% | -340.3% | +57.8% |
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