+2,396.1%
MUU vs ZBH
-8.1%
+2,404.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -0.8% |
| 7D | -8.2% | -4.7% | -3.6% | -9.5% |
| 30D | +10.2% | -4.5% | +14.7% | +8.8% |
| 3M | -26.5% | +7.6% | -34.1% | -25.4% |
| 6M | +227.2% | +0.3% | +226.9% | +238.9% |
| YTD | +527.4% | +4.5% | +522.9% | +552.3% |
| 1Y | +1,843.7% | -9.4% | +1,853.1% | +1,926.4% |
| All | +2,396.1% | -8.1% | +2,404.1% | +2,452.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling