+30.2%
ZS vs BUD
+4.7%
+25.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -1.4% |
| 7D | -13.7% | +0.5% | -14.1% | -13.4% |
| 30D | -14.2% | +7.4% | -21.6% | -12.0% |
| 3M | +8.5% | +4.3% | +4.2% | +8.6% |
| 6M | +30.2% | +5.3% | +24.9% | +39.2% |
| All | +30.2% | +4.7% | +25.5% | +39.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling