+2,981.5%
MUU vs ZBH
-5.6%
+2,987.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +10.9% |
| 7D | +17.4% | -2.8% | +20.2% | +15.0% |
| 30D | +24.0% | -0.1% | +24.1% | +24.3% |
| 3M | -23.9% | +13.4% | -37.3% | -15.6% |
| 6M | +284.4% | +3.0% | +281.5% | +329.7% |
| YTD | +583.7% | +9.7% | +574.1% | +702.8% |
| 1Y | +2,981.5% | -5.4% | +2,986.9% | +3,726.6% |
| All | +2,981.5% | -5.6% | +2,987.1% | +3,726.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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