+61.0%
ZM vs MUB
+13.5%
+47.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.4% |
| 7D | +11.0% | -1.3% | +12.3% | +12.1% |
| 30D | +5.6% | +2.2% | +3.5% | +3.9% |
| 3M | -9.1% | -1.6% | -7.5% | -8.1% |
| 6M | -2.6% | -1.3% | -1.3% | -1.7% |
| YTD | +15.7% | -0.7% | +16.3% | +16.2% |
| 1Y | +18.8% | -0.2% | +19.0% | +18.9% |
| 3Y | +62.2% | +9.6% | +52.5% | +51.0% |
| 5Y | -60.9% | +2.6% | -63.4% | -63.0% |
| All | +61.0% | +13.5% | +47.5% | +205.3% |
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