+2,538.2%
MUU vs ZS
-12.7%
+2,551.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.6% | +1.6% | -1.4% |
| 7D | +13.9% | -9.2% | +23.1% | +17.4% |
| 30D | +24.8% | -4.0% | +28.8% | +25.3% |
| 3M | -15.7% | +25.3% | -41.0% | -25.6% |
| 6M | +338.9% | -1.3% | +340.2% | +287.3% |
| YTD | +563.2% | -28.0% | +591.2% | +697.3% |
| 1Y | +2,577.5% | -42.5% | +2,620.0% | +4,184.2% |
| All | +2,538.2% | -12.7% | +2,551.0% | +2,061.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling