+2,396.1%
MUU vs ZS
-11.3%
+2,407.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.3% |
| 7D | -8.2% | -3.1% | -5.1% | -7.2% |
| 30D | +10.2% | -7.2% | +17.4% | +12.3% |
| 3M | -26.5% | +30.5% | -57.0% | -36.3% |
| 6M | +227.2% | +7.0% | +220.2% | +171.8% |
| YTD | +527.4% | -26.8% | +554.3% | +650.8% |
| 1Y | +1,843.7% | -42.6% | +1,886.3% | +3,071.7% |
| All | +2,396.1% | -11.3% | +2,407.4% | +1,935.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling