+27.7%
ZBRA vs BUD
+38.4%
-10.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | -0.1% |
| 7D | -13.6% | +3.3% | -16.9% | -14.3% |
| 30D | -11.5% | +11.8% | -23.3% | -14.8% |
| 3M | -9.9% | -1.1% | -8.8% | -9.2% |
| 6M | +48.6% | +14.9% | +33.7% | +40.3% |
| YTD | +36.9% | +32.6% | +4.3% | +15.5% |
| 1Y | +27.7% | +37.2% | -9.5% | +5.3% |
| All | +27.7% | +38.4% | -10.7% | +5.3% |
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 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