+2,423.9%
MUU vs ZETA
-4.8%
+2,428.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.8% | -9.5% |
| 7D | +3.6% | -6.5% | +10.0% | +5.7% |
| 30D | +22.3% | +4.8% | +17.5% | +19.5% |
| 3M | -8.2% | +53.3% | -61.5% | -25.0% |
| 6M | +256.3% | +66.8% | +189.5% | +176.6% |
| YTD | +534.4% | +50.2% | +484.2% | +407.3% |
| 1Y | +2,163.5% | +62.0% | +2,101.5% | +1,653.4% |
| All | +2,423.9% | -4.8% | +2,428.7% | +1,848.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling