+2,981.5%
MUU vs ZS
-37.1%
+3,018.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.5% | +16.1% | +11.3% |
| 7D | +17.4% | -7.8% | +25.2% | +17.0% |
| 30D | +24.0% | +5.0% | +18.9% | +24.5% |
| 3M | -23.9% | +25.5% | -49.4% | -22.8% |
| 6M | +284.4% | +8.7% | +275.7% | +288.7% |
| YTD | +583.7% | -24.5% | +608.2% | +812.4% |
| 1Y | +2,981.5% | -36.7% | +3,018.2% | +4,619.9% |
| All | +2,981.5% | -37.1% | +3,018.6% | +4,619.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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