-18.3%
ZBH vs BUD
-22.8%
+4.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -6.6% | -3.2% | -3.3% | -5.4% |
| 30D | -4.9% | -3.7% | -1.3% | -3.6% |
| 3M | +5.1% | -4.4% | +9.6% | +6.8% |
| 6M | +1.3% | +7.7% | -6.4% | -2.0% |
| YTD | +3.4% | +23.1% | -19.7% | -5.3% |
| 1Y | -8.7% | +33.6% | -42.3% | -19.2% |
| 3Y | -21.2% | +44.7% | -65.9% | -34.0% |
| 5Y | -29.2% | +44.9% | -74.1% | -42.0% |
| All | -18.3% | -22.8% | +4.5% | -26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling