+76.3%
ZETA vs MUB
+0.4%
+75.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +9.5% |
| 7D | +13.2% | +0.6% | +12.6% | +10.5% |
| 30D | +6.0% | +3.4% | +2.6% | -7.3% |
| 3M | +27.3% | -0.7% | +28.0% | +34.6% |
| 6M | +104.6% | -1.0% | +105.6% | +119.9% |
| YTD | +72.3% | 0.0% | +72.3% | +69.8% |
| 1Y | +76.3% | +0.4% | +75.9% | +67.7% |
| All | +76.3% | +0.4% | +75.9% | +67.7% |
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