+504.3%
MUU vs ZETA
+84.8%
+419.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -14.5% |
| 7D | -35.9% | -5.0% | -30.9% | -35.2% |
| 30D | -47.1% | -3.3% | -43.8% | -46.6% |
| 3M | -29.8% | +31.0% | -60.8% | -32.8% |
| 6M | +16.0% | +72.2% | -56.1% | +4.5% |
| YTD | +286.1% | +56.2% | +229.9% | +270.8% |
| 1Y | +504.3% | +90.3% | +414.0% | +380.1% |
| All | +504.3% | +84.8% | +419.6% | +380.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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