+7.9%
ZBH vs BUD
+38.4%
-30.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.1% | +10.4% | +12.4% |
| 7D | +14.3% | +3.3% | +11.0% | +13.0% |
| 30D | +20.3% | +11.8% | +8.5% | +16.5% |
| 3M | +15.3% | -1.1% | +16.4% | +14.9% |
| 6M | +33.9% | +14.9% | +19.1% | +29.3% |
| YTD | +23.5% | +32.6% | -9.1% | +19.4% |
| 1Y | +7.9% | +37.2% | -29.3% | +4.6% |
| All | +7.9% | +38.4% | -30.5% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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