+242.2%
ZETA vs BUD
+6.2%
+235.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -0.1% | -1.3% | +1.3% | +0.5% |
| 30D | +10.5% | -6.1% | +16.6% | +13.4% |
| 3M | +44.3% | -3.8% | +48.1% | +46.1% |
| 6M | +59.4% | +8.2% | +51.3% | +51.7% |
| YTD | +49.5% | +23.6% | +25.9% | +31.1% |
| 1Y | +62.7% | +33.4% | +29.2% | +36.6% |
| 3Y | +274.6% | +45.3% | +229.3% | +190.9% |
| 5Y | +349.3% | +44.3% | +305.1% | +246.0% |
| All | +242.2% | +6.2% | +235.9% | +181.4% |
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