+2,683.6%
MUU vs ZM
+38.4%
+2,645.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +15.0% | +0.3% | +14.7% | +15.1% |
| 30D | +36.8% | -10.3% | +47.1% | +40.9% |
| 3M | -8.5% | -0.7% | -7.8% | -8.4% |
| 6M | +320.7% | +24.8% | +295.9% | +261.6% |
| YTD | +599.7% | +11.5% | +588.2% | +525.3% |
| 1Y | +2,569.2% | +12.3% | +2,556.8% | +2,263.7% |
| All | +2,683.6% | +38.4% | +2,645.2% | +1,785.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling