+85.9%
ZTS vs BUD
-3.2%
+89.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | +1.0% | -1.6% | +2.6% | +1.5% |
| 30D | +12.4% | +6.7% | +5.8% | +10.2% |
| 3M | +13.6% | +5.9% | +7.7% | +11.6% |
| 6M | +9.3% | +5.1% | +4.2% | +7.4% |
| YTD | -32.6% | +32.9% | -65.5% | -38.3% |
| 1Y | -30.0% | +31.8% | -61.9% | -35.8% |
| 3Y | -48.7% | +47.4% | -96.1% | -55.0% |
| 5Y | -59.3% | +50.8% | -110.1% | -65.1% |
| All | +85.9% | -3.2% | +89.0% | +72.1% |
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