+395.4%
ZS vs MUB
+17.6%
+377.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -0.9% |
| 7D | -8.1% | -1.2% | -6.8% | -6.9% |
| 30D | -8.4% | -2.8% | -5.7% | -5.9% |
| 3M | +31.1% | -3.1% | +34.1% | +35.2% |
| 6M | +4.4% | -2.9% | +7.3% | +7.4% |
| YTD | -27.3% | -2.0% | -25.3% | -25.8% |
| 1Y | -41.4% | 0.0% | -41.3% | -41.3% |
| 3Y | +1.7% | +7.4% | -5.7% | -5.4% |
| 5Y | -39.6% | +0.8% | -40.4% | -42.4% |
| All | +395.4% | +17.6% | +377.8% | +454.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling