+2,981.5%
MUU vs ZBRA
+18.2%
+2,963.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +10.8% |
| 7D | +17.4% | +1.8% | +15.6% | +16.4% |
| 30D | +24.0% | -1.7% | +25.7% | +25.1% |
| 3M | -23.9% | +47.8% | -71.7% | -38.8% |
| 6M | +284.4% | +56.7% | +227.7% | +192.8% |
| YTD | +583.7% | +49.4% | +534.3% | +419.6% |
| 1Y | +2,981.5% | +16.5% | +2,964.9% | +2,962.5% |
| All | +2,981.5% | +18.2% | +2,963.3% | +2,962.5% |
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