+324.5%
ZETA vs MUB
+3.3%
+321.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.3% | +7.3% | +7.1% |
| 7D | +18.8% | +0.4% | +18.3% | +17.7% |
| 30D | +12.6% | +3.9% | +8.7% | +5.0% |
| 3M | +29.5% | -0.2% | +29.7% | +29.7% |
| 6M | +128.6% | -0.4% | +129.0% | +130.2% |
| YTD | +85.5% | +0.5% | +84.9% | +84.3% |
| 1Y | +90.6% | +0.7% | +89.9% | +89.1% |
| 3Y | +358.0% | +11.1% | +346.9% | +290.8% |
| 5Y | +282.0% | +3.7% | +278.3% | +197.3% |
| All | +324.5% | +3.3% | +321.2% | +229.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling