+2,683.6%
MUU vs ZETA
-5.3%
+2,688.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.9% |
| 7D | +15.0% | -0.1% | +15.1% | +14.7% |
| 30D | +36.8% | +10.5% | +26.3% | +31.2% |
| 3M | -8.5% | +44.3% | -52.8% | -23.1% |
| 6M | +320.7% | +59.4% | +261.3% | +232.7% |
| YTD | +599.7% | +49.5% | +550.2% | +460.4% |
| 1Y | +2,569.2% | +62.7% | +2,506.5% | +1,964.2% |
| All | +2,683.6% | -5.3% | +2,688.8% | +2,052.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling