+1,392.8%
ZBRA vs BUD
+201.1%
+1,191.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +1.8% | +0.3% | +1.5% | +1.6% |
| 30D | -1.7% | -5.7% | +4.0% | +0.7% |
| 3M | +47.8% | +3.1% | +44.6% | +45.5% |
| 6M | +56.7% | +7.9% | +48.9% | +51.1% |
| YTD | +49.4% | +27.3% | +22.1% | +33.8% |
| 1Y | +16.5% | +37.8% | -21.3% | +0.8% |
| 3Y | +31.5% | +49.8% | -18.4% | +6.2% |
| 5Y | -38.6% | +43.8% | -82.4% | -50.2% |
| 10Y | +421.0% | -22.6% | +443.6% | +420.6% |
| All | +1,392.8% | +201.1% | +1,191.7% | +698.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling