+2,683.6%
MUU vs ZBH
-7.0%
+2,690.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.6% |
| 7D | +15.0% | -4.9% | +19.9% | +13.4% |
| 30D | +36.8% | -3.2% | +40.0% | +35.6% |
| 3M | -8.5% | +5.8% | -14.3% | -6.9% |
| 6M | +320.7% | +2.0% | +318.8% | +337.2% |
| YTD | +599.7% | +5.8% | +593.9% | +630.1% |
| 1Y | +2,569.2% | -7.9% | +2,577.1% | +2,688.0% |
| All | +2,683.6% | -7.0% | +2,690.5% | +2,757.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling