-67.4%
ZM vs MUB
+2.1%
-69.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +1.6% | -0.3% | +1.9% | +2.1% |
| 30D | -7.7% | -1.5% | -6.2% | -5.5% |
| 3M | -4.7% | -1.9% | -2.7% | -1.8% |
| 6M | +24.4% | -1.7% | +26.1% | +27.7% |
| YTD | +11.8% | -0.8% | +12.5% | +13.0% |
| 1Y | +13.4% | +1.5% | +11.9% | +10.7% |
| 3Y | +33.8% | +8.8% | +25.1% | +12.4% |
| All | -67.4% | +2.1% | -69.5% | -74.0% |
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