+200.7%
ZTS vs BUD
+29.5%
+171.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.2% |
| 7D | -0.6% | +6.0% | -6.7% | -2.4% |
| 30D | +11.0% | +11.3% | -0.3% | +7.4% |
| 3M | +10.9% | +3.6% | +7.4% | +9.7% |
| 6M | +0.9% | +7.7% | -6.8% | -1.6% |
| YTD | -33.0% | +36.4% | -69.3% | -39.2% |
| 1Y | -29.6% | +37.8% | -67.5% | -36.4% |
| 3Y | -49.0% | +51.2% | -100.3% | -55.8% |
| 5Y | -59.5% | +53.4% | -112.9% | -65.5% |
| 10Y | +77.0% | -3.2% | +80.2% | +63.3% |
| All | +200.7% | +29.5% | +171.3% | +161.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling