+2,538.2%
MUU vs ZBRA
-4.5%
+2,542.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -0.4% |
| 7D | +13.9% | +2.6% | +11.4% | +11.4% |
| 30D | +24.8% | -6.4% | +31.2% | +32.9% |
| 3M | -15.7% | +51.3% | -67.0% | -47.0% |
| 6M | +338.9% | +60.5% | +278.4% | +146.5% |
| YTD | +563.2% | +45.2% | +518.0% | +297.5% |
| 1Y | +2,577.5% | +12.3% | +2,565.2% | +2,188.6% |
| All | +2,538.2% | -4.5% | +2,542.7% | +2,623.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling