+174.6%
ZTS vs BUD
+20.9%
+153.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | +1.9% | -5.7% | +7.6% | +3.7% |
| 3M | -4.0% | +3.1% | -7.1% | -5.0% |
| 6M | -39.1% | +7.9% | -47.0% | -40.6% |
| YTD | -38.8% | +27.3% | -66.1% | -43.3% |
| 1Y | -49.6% | +37.8% | -87.4% | -54.5% |
| 3Y | -59.0% | +49.8% | -108.8% | -64.3% |
| 5Y | -61.8% | +43.8% | -105.6% | -66.9% |
| 10Y | +61.4% | -22.6% | +84.1% | +59.7% |
| All | +174.6% | +20.9% | +153.7% | +144.2% |
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 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