+311.1%
MUU vs ZS
+4.1%
+307.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.5% | +16.1% | +10.5% |
| 7D | +17.4% | -7.8% | +25.2% | +15.2% |
| 30D | +24.0% | +5.0% | +18.9% | +26.4% |
| 3M | -23.9% | +25.5% | -49.4% | -17.6% |
| All | +311.1% | +4.1% | +307.0% | +334.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling