+7.9%
ZBH vs MUB
+0.1%
+7.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +0.4% | +13.0% | +12.6% |
| 7D | +14.3% | +0.6% | +13.7% | +13.1% |
| 30D | +20.3% | +3.2% | +17.1% | +14.0% |
| 3M | +15.3% | -1.1% | +16.3% | +19.4% |
| 6M | +33.9% | -1.1% | +35.1% | +39.6% |
| YTD | +23.5% | -0.5% | +23.9% | +22.2% |
| 1Y | +7.9% | 0.0% | +7.9% | +3.1% |
| All | +7.9% | +0.1% | +7.8% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling