+17.9%
ZBH vs BUD
-2.1%
+20.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | -2.3% | +1.0% | -3.3% | -2.7% |
| 30D | +12.5% | +6.7% | +5.8% | +9.7% |
| 3M | +3.9% | +5.7% | -1.8% | +1.7% |
| 6M | +25.4% | +5.8% | +19.6% | +22.5% |
| YTD | +15.7% | +34.4% | -18.7% | +2.4% |
| 1Y | +15.2% | +33.3% | -18.1% | +2.3% |
| 3Y | +0.3% | +48.8% | -48.5% | -16.6% |
| 5Y | -16.1% | +52.5% | -68.6% | -32.4% |
| All | +17.9% | -2.1% | +20.0% | -4.7% |
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