+8.2%
MUB vs ZBRA
+33.8%
-25.6%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.5% |
| 7D | -0.7% | -1.8% | +1.1% | -0.7% |
| 30D | -2.0% | -8.8% | +6.8% | -1.8% |
| 3M | -2.5% | +47.2% | -49.8% | -3.1% |
| 6M | -2.3% | +61.3% | -63.6% | -3.0% |
| YTD | -1.3% | +42.0% | -43.3% | -1.9% |
| 1Y | +1.1% | +10.5% | -9.3% | +0.9% |
| All | +8.2% | +33.8% | -25.6% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling