+242.2%
ZETA vs MUB
+1.4%
+240.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.3% |
| 7D | -0.1% | -0.7% | +0.6% | +1.2% |
| 30D | +10.5% | -2.0% | +12.4% | +14.5% |
| 3M | +44.3% | -2.5% | +46.8% | +51.4% |
| 6M | +59.4% | -2.3% | +61.8% | +66.8% |
| YTD | +49.5% | -1.3% | +50.8% | +53.9% |
| 1Y | +62.7% | +1.1% | +61.6% | +61.3% |
| 3Y | +274.6% | +8.2% | +266.4% | +233.5% |
| 5Y | +349.3% | +1.5% | +347.9% | +260.2% |
| All | +242.2% | +1.4% | +240.8% | +174.9% |
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