+2,423.9%
MUU vs ZBH
-9.1%
+2,433.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -9.9% |
| 7D | +3.6% | -6.6% | +10.1% | +1.6% |
| 30D | +22.3% | -4.9% | +27.3% | +20.7% |
| 3M | -8.2% | +5.1% | -13.3% | -7.2% |
| 6M | +256.3% | +1.3% | +255.0% | +267.6% |
| YTD | +534.4% | +3.4% | +531.1% | +557.5% |
| 1Y | +2,163.5% | -8.7% | +2,172.2% | +2,235.3% |
| All | +2,423.9% | -9.1% | +2,433.0% | +2,473.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling