-12.8%
ZBH vs BUD
+49.9%
-62.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.9% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | +16.6% | +7.4% | +9.2% | +14.0% |
| 3M | +10.8% | +4.3% | +6.5% | +9.3% |
| 6M | +35.8% | +5.3% | +30.5% | +33.3% |
| YTD | +20.5% | +33.2% | -12.8% | +9.4% |
| 1Y | +22.7% | +31.8% | -9.0% | +11.7% |
| 3Y | +4.9% | +47.8% | -42.9% | -9.6% |
| 5Y | -12.8% | +50.2% | -63.0% | -29.2% |
| All | -12.8% | +49.9% | -62.7% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling