-20.9%
ZBH vs BUD
+47.7%
-68.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.8% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | -2.4% | -4.8% | +2.4% | -1.4% |
| 3M | +8.3% | +1.4% | +6.9% | +7.9% |
| 6M | +0.7% | +9.9% | -9.2% | -1.5% |
| YTD | +5.3% | +26.3% | -21.0% | +0.2% |
| 1Y | -9.1% | +36.1% | -45.2% | -15.0% |
| All | -20.9% | +47.7% | -68.6% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling