+281.7%
ZETA vs BUD
+49.3%
+232.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.7% | +5.5% |
| 7D | -0.4% | +4.5% | -4.9% | -1.4% |
| 30D | -8.0% | +12.5% | -20.5% | -10.4% |
| 3M | +21.4% | 0.0% | +21.4% | +21.2% |
| 6M | +80.1% | +3.8% | +76.3% | +77.8% |
| YTD | +52.5% | +33.1% | +19.4% | +35.9% |
| 1Y | +58.5% | +35.5% | +23.0% | +39.9% |
| 3Y | +281.7% | +49.4% | +232.3% | +191.8% |
| All | +281.7% | +49.3% | +232.3% | +191.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling