-26.7%
ZTS vs BUD
+38.4%
-65.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.4% | +6.0% |
| 7D | +15.4% | +3.3% | +12.1% | +13.7% |
| 30D | +25.8% | +11.8% | +13.9% | +19.9% |
| 3M | +18.1% | -1.1% | +19.2% | +17.9% |
| 6M | -19.7% | +14.9% | -34.6% | -24.2% |
| YTD | -27.5% | +32.6% | -60.1% | -35.7% |
| 1Y | -26.7% | +37.2% | -63.9% | -36.6% |
| All | -26.7% | +38.4% | -65.1% | -36.6% |
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