+65.8%
ZETA vs BUD
+35.5%
+30.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.9% |
| 7D | -2.4% | +0.8% | -3.2% | -2.3% |
| 30D | +15.6% | -4.8% | +20.4% | +14.2% |
| 3M | +41.5% | +1.4% | +40.1% | +42.0% |
| 6M | +63.4% | +9.9% | +53.6% | +61.8% |
| YTD | +51.3% | +26.3% | +25.0% | +40.2% |
| 1Y | +65.8% | +36.1% | +29.7% | +54.4% |
| All | +65.8% | +35.5% | +30.3% | +54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling