-79.5%
ZYBT vs BUD
+36.8%
-116.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -6.9% | +0.3% | -7.2% | -7.0% |
| 30D | -31.8% | -5.7% | -26.1% | -32.0% |
| 3M | +94.0% | +3.1% | +90.9% | +95.2% |
| 6M | +99.0% | +7.9% | +91.1% | +91.6% |
| YTD | +40.0% | +27.3% | +12.7% | +36.1% |
| 1Y | -79.5% | +37.8% | -117.4% | -80.6% |
| All | -79.5% | +36.8% | -116.4% | -80.6% |
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