-83.2%
ZYBT vs BUD
+34.7%
-117.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.6% |
| 7D | -3.7% | -2.6% | -1.1% | -3.4% |
| 30D | 0.0% | -1.2% | +1.2% | +0.2% |
| 3M | +72.2% | -4.9% | +77.1% | +72.7% |
| 6M | +103.1% | +9.3% | +93.9% | +97.8% |
| YTD | +34.8% | +24.0% | +10.8% | +29.9% |
| 1Y | -83.2% | +34.5% | -117.7% | -84.2% |
| All | -83.2% | +34.7% | -117.9% | -84.2% |
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 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