+47.9%
ZM vs BUD
+6.3%
+41.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.9% |
| 7D | -0.3% | +1.3% | -1.6% | -0.4% |
| 30D | -6.2% | +10.0% | -16.2% | -7.0% |
| 3M | -12.2% | +1.6% | -13.8% | -12.4% |
| 6M | -16.0% | +6.5% | -22.5% | -16.6% |
| YTD | +6.3% | +34.8% | -28.6% | +3.2% |
| 1Y | +12.3% | +36.5% | -24.2% | +8.8% |
| 3Y | +51.2% | +49.0% | +2.3% | +45.0% |
| 5Y | -64.5% | +51.7% | -116.2% | -66.5% |
| All | +47.9% | +6.3% | +41.6% | +93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling