+294.5%
ZETA vs BUD
+17.2%
+277.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.1% | +7.0% | +7.7% |
| 7D | +13.2% | +6.0% | +7.2% | +10.6% |
| 30D | +6.0% | +11.3% | -5.3% | +1.1% |
| 3M | +27.3% | +3.6% | +23.8% | +25.0% |
| 6M | +104.6% | +7.7% | +96.9% | +96.3% |
| YTD | +72.3% | +36.4% | +36.0% | +44.5% |
| 1Y | +76.3% | +37.8% | +38.5% | +46.7% |
| 3Y | +325.6% | +51.2% | +274.4% | +227.5% |
| 5Y | +254.2% | +53.4% | +200.8% | +160.4% |
| All | +294.5% | +17.2% | +277.2% | +210.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling