-40.4%
ZS vs BUD
+34.1%
-74.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +1.5% |
| 7D | -3.8% | -1.3% | -2.5% | -4.5% |
| 30D | -6.0% | -6.1% | +0.2% | -9.2% |
| 3M | +32.0% | -3.8% | +35.7% | +29.6% |
| 6M | +2.1% | +8.2% | -6.0% | +5.2% |
| YTD | -26.2% | +23.6% | -49.7% | -21.8% |
| All | -40.4% | +34.1% | -74.5% | -33.9% |
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