+205.7%
ZTS vs RMD
+546.8%
-341.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +0.9% |
| 7D | +5.6% | +2.1% | +3.5% | +4.8% |
| 30D | +12.1% | +2.1% | +10.0% | +11.1% |
| 3M | +11.3% | +6.2% | +5.0% | +8.8% |
| 6M | +14.3% | +19.4% | -5.1% | +7.2% |
| YTD | -31.9% | +0.5% | -32.4% | -32.4% |
| 1Y | -29.3% | -3.9% | -25.3% | -28.8% |
| 3Y | -48.0% | +72.5% | -120.6% | -58.2% |
| 5Y | -58.9% | -1.5% | -57.4% | -60.7% |
| 10Y | +81.7% | +345.8% | -264.1% | +12.0% |
| All | +205.7% | +546.8% | -341.1% | +72.3% |
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