+2,981.5%
MUU vs ZM
+21.7%
+2,959.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.3% | +8.3% | +12.0% |
| 7D | +17.4% | +2.9% | +14.4% | +17.7% |
| 30D | +24.0% | +0.7% | +23.3% | +24.3% |
| 3M | -23.9% | -3.7% | -20.2% | -18.6% |
| 6M | +284.4% | +29.9% | +254.5% | +298.3% |
| YTD | +583.7% | +17.4% | +566.3% | +624.7% |
| 1Y | +2,981.5% | +22.4% | +2,959.1% | +3,262.8% |
| All | +2,981.5% | +21.7% | +2,959.8% | +3,262.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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