+483.2%
ZS vs BUD
-13.2%
+496.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -2.6% | +1.0% | -3.6% | -2.8% |
| 30D | -12.8% | +6.7% | -19.5% | -14.1% |
| 3M | +2.3% | +5.7% | -3.4% | +0.9% |
| 6M | +26.3% | +5.8% | +20.5% | +24.0% |
| YTD | -14.4% | +34.4% | -48.8% | -21.2% |
| 1Y | -37.6% | +33.3% | -70.9% | -42.5% |
| 3Y | +8.0% | +48.8% | -40.8% | -4.4% |
| 5Y | -44.9% | +52.5% | -97.4% | -52.3% |
| All | +483.2% | -13.2% | +496.4% | +531.1% |
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