-18.3%
ZBH vs MUB
+16.7%
-35.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.7% |
| 7D | -6.6% | -1.2% | -5.3% | -5.5% |
| 30D | -4.9% | -2.8% | -2.2% | -2.6% |
| 3M | +5.1% | -3.1% | +8.2% | +8.0% |
| 6M | +1.3% | -2.9% | +4.2% | +4.0% |
| YTD | +3.4% | -2.0% | +5.4% | +5.3% |
| 1Y | -8.7% | 0.0% | -8.7% | -8.5% |
| 3Y | -21.2% | +7.4% | -28.6% | -25.4% |
| 5Y | -29.2% | +0.8% | -30.0% | -30.2% |
| All | -18.3% | +16.7% | -35.0% | -20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling