+1,843.7%
MUU vs ZM
+13.6%
+1,830.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | -5.7% | -2.5% | -8.9% |
| 30D | +10.2% | -9.1% | +19.3% | +8.8% |
| 3M | -26.5% | +3.5% | -30.0% | -23.5% |
| 6M | +227.2% | +25.7% | +201.6% | +236.5% |
| YTD | +527.4% | +10.8% | +516.7% | +561.7% |
| 1Y | +1,843.7% | +12.8% | +1,830.9% | +1,950.6% |
| All | +1,843.7% | +13.6% | +1,830.0% | +1,950.6% |
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