+294.5%
ZETA vs MUB
+2.7%
+291.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.9% |
| 7D | +13.2% | +0.6% | +12.6% | +11.9% |
| 30D | +6.0% | +3.4% | +2.6% | -0.4% |
| 3M | +27.3% | -0.7% | +28.0% | +28.6% |
| 6M | +104.6% | -1.0% | +105.6% | +108.2% |
| YTD | +72.3% | 0.0% | +72.3% | +72.8% |
| 1Y | +76.3% | +0.4% | +75.9% | +75.9% |
| 3Y | +325.6% | +10.5% | +315.1% | +266.5% |
| 5Y | +254.2% | +3.1% | +251.2% | +178.3% |
| All | +294.5% | +2.7% | +291.8% | +208.8% |
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