+37.5%
ZBRA vs BUD
+48.7%
-11.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.6% |
| 7D | +2.6% | +0.8% | +1.8% | +2.4% |
| 30D | -6.4% | -4.8% | -1.6% | -5.4% |
| 3M | +51.3% | +1.4% | +49.9% | +50.8% |
| 6M | +60.5% | +9.9% | +50.6% | +57.3% |
| YTD | +45.2% | +26.3% | +18.8% | +38.8% |
| 1Y | +12.3% | +36.1% | -23.8% | +6.2% |
| 3Y | +37.5% | +48.6% | -11.1% | +22.9% |
| All | +37.5% | +48.7% | -11.2% | +22.9% |
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