+22.8%
MUB vs ZBRA
+382.3%
-359.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.4% |
| 7D | -1.3% | +0.6% | -1.9% | -1.3% |
| 30D | +2.2% | -14.0% | +16.2% | +2.4% |
| 3M | -1.6% | -14.7% | +13.0% | -1.4% |
| 6M | -1.3% | +31.3% | -32.6% | -1.9% |
| YTD | -0.7% | +33.4% | -34.1% | -1.4% |
| 1Y | -0.2% | +34.1% | -34.3% | -0.9% |
| 3Y | +9.6% | +59.9% | -50.3% | +8.0% |
| 5Y | +2.6% | -45.3% | +47.8% | +2.8% |
| All | +22.8% | +382.3% | -359.5% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling