+2,423.9%
MUU vs ZBRA
-6.8%
+2,430.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.1% |
| 7D | +3.6% | -3.8% | +7.3% | +7.4% |
| 30D | +22.3% | -10.2% | +32.5% | +35.3% |
| 3M | -8.2% | +58.7% | -66.9% | -45.6% |
| 6M | +256.3% | +61.9% | +194.4% | +97.2% |
| YTD | +534.4% | +41.7% | +492.7% | +288.6% |
| 1Y | +2,163.5% | +12.4% | +2,151.1% | +1,810.6% |
| All | +2,423.9% | -6.8% | +2,430.7% | +2,562.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling