+341.8%
ZETA vs MUB
+2.2%
+339.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.4% | -0.3% | -2.1% | -1.9% |
| 30D | +15.6% | -1.5% | +17.1% | +18.9% |
| 3M | +41.5% | -1.9% | +43.4% | +46.8% |
| 6M | +63.4% | -1.7% | +65.1% | +69.1% |
| YTD | +51.3% | -0.8% | +52.1% | +54.3% |
| 1Y | +65.8% | +1.5% | +64.3% | +63.3% |
| 3Y | +279.2% | +8.8% | +270.4% | +234.4% |
| 5Y | +341.8% | +2.0% | +339.8% | +269.2% |
| All | +341.8% | +2.2% | +339.5% | +269.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling