+504.3%
MUU vs ZBRA
+25.3%
+479.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.9% | -14.9% | -14.4% |
| 7D | -35.9% | -13.6% | -22.3% | -31.1% |
| 30D | -47.1% | -11.5% | -35.6% | -43.6% |
| 3M | -29.8% | -9.9% | -20.0% | -25.9% |
| 6M | +16.0% | +48.6% | -32.6% | -4.3% |
| YTD | +286.1% | +36.9% | +249.2% | +211.8% |
| 1Y | +504.3% | +27.7% | +476.6% | +464.5% |
| All | +504.3% | +25.3% | +479.0% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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