+2,683.6%
MUU vs ZS
-10.5%
+2,694.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +4.6% |
| 7D | +15.0% | -3.8% | +18.9% | +16.3% |
| 30D | +36.8% | -6.0% | +42.8% | +38.7% |
| 3M | -8.5% | +32.0% | -40.5% | -20.9% |
| 6M | +320.7% | +2.1% | +318.6% | +265.3% |
| YTD | +599.7% | -26.2% | +625.8% | +734.1% |
| 1Y | +2,569.2% | -41.2% | +2,610.3% | +4,149.9% |
| All | +2,683.6% | -10.5% | +2,694.1% | +2,161.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling