+504.3%
MUU vs ZBH
+11.3%
+493.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +13.5% | -27.5% | -2.0% |
| 7D | -35.9% | +14.3% | -50.1% | -26.3% |
| 30D | -47.1% | +20.3% | -67.4% | -36.1% |
| 3M | -29.8% | +15.3% | -45.1% | -17.4% |
| 6M | +16.0% | +33.9% | -17.9% | +53.1% |
| YTD | +286.1% | +23.5% | +262.6% | +433.1% |
| 1Y | +504.3% | +7.9% | +496.4% | +669.8% |
| All | +504.3% | +11.3% | +493.0% | +669.8% |
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