+1,272.2%
MUU vs ZETA
+14.1%
+1,258.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.6% | -4.6% |
| 7D | +24.7% | +18.1% | +6.6% | +17.6% |
| 30D | -35.1% | +13.6% | -48.7% | -36.9% |
| 3M | -44.3% | +23.7% | -68.0% | -47.8% |
| 6M | -44.4% | +128.5% | -172.9% | -60.6% |
| YTD | +244.9% | +80.1% | +164.8% | +163.0% |
| 1Y | +365.6% | +98.0% | +267.6% | +240.7% |
| All | +1,272.2% | +14.1% | +1,258.1% | +910.0% |
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