+17.3%
MUB vs ZBRA
+435.2%
-417.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.4% |
| 7D | -0.8% | -3.4% | +2.6% | -0.8% |
| 30D | -2.4% | -7.4% | +5.0% | -2.3% |
| 3M | -2.8% | +57.5% | -60.4% | -3.7% |
| 6M | -2.2% | +64.0% | -66.2% | -3.2% |
| YTD | -1.6% | +44.3% | -45.9% | -2.4% |
| 1Y | 0.0% | +10.9% | -10.8% | -0.3% |
| 3Y | +7.9% | +37.5% | -29.6% | +6.6% |
| 5Y | +1.2% | -39.7% | +40.9% | +1.3% |
| All | +17.3% | +435.2% | -417.9% | +14.8% |
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