+319.2%
ZETA vs BUD
+14.2%
+305.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | +26.5% | -1.6% | +28.1% | +27.2% |
| 30D | +10.3% | +6.7% | +3.6% | +6.9% |
| 3M | +30.5% | +5.9% | +24.7% | +26.9% |
| 6M | +129.4% | +5.1% | +124.3% | +122.0% |
| YTD | +83.1% | +32.9% | +50.3% | +55.0% |
| 1Y | +82.1% | +31.8% | +50.2% | +54.5% |
| 3Y | +352.3% | +47.4% | +304.9% | +251.3% |
| 5Y | +293.1% | +50.8% | +242.3% | +191.8% |
| All | +319.2% | +14.2% | +305.0% | +232.7% |
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