+1,272.2%
MUU vs ZTS
-54.1%
+1,326.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.3% | -5.3% |
| 7D | +24.7% | +5.6% | +19.1% | +24.3% |
| 30D | -35.1% | +12.1% | -47.2% | -34.6% |
| 3M | -44.3% | +11.3% | -55.5% | -43.7% |
| 6M | -44.4% | +14.3% | -58.7% | -45.4% |
| YTD | +244.9% | -31.9% | +276.8% | +346.9% |
| 1Y | +365.6% | -29.3% | +394.9% | +485.3% |
| All | +1,272.2% | -54.1% | +1,326.3% | +1,733.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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