-67.5%
ZYBT vs BUD
+64.9%
-132.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | -4.2% | +0.8% | -5.0% | -4.4% |
| 30D | -16.4% | -4.8% | -11.6% | -15.6% |
| 3M | +82.9% | +1.4% | +81.5% | +81.5% |
| 6M | +110.7% | +9.9% | +100.8% | +104.5% |
| YTD | +37.4% | +26.3% | +11.0% | +28.0% |
| 1Y | -80.6% | +36.1% | -116.8% | -82.4% |
| All | -67.5% | +64.9% | -132.4% | -72.7% |
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