+2,396.1%
MUU vs ZBRA
-5.1%
+2,401.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -2.8% |
| 7D | -8.2% | -3.4% | -4.8% | -5.4% |
| 30D | +10.2% | -7.4% | +17.6% | +18.5% |
| 3M | -26.5% | +57.5% | -84.0% | -56.2% |
| 6M | +227.2% | +64.0% | +163.2% | +79.1% |
| YTD | +527.4% | +44.3% | +483.1% | +277.6% |
| 1Y | +1,843.7% | +10.9% | +1,832.8% | +1,583.9% |
| All | +2,396.1% | -5.1% | +2,401.2% | +2,487.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling