-58.7%
ZTS vs MUB
+8.8%
-67.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.8% | -0.3% | -4.5% | -4.4% |
| 30D | +1.2% | -1.5% | +2.8% | +3.3% |
| 3M | -6.0% | -1.9% | -4.1% | -3.6% |
| 6M | -38.7% | -1.7% | -37.0% | -37.3% |
| YTD | -40.6% | -0.8% | -39.8% | -39.9% |
| 1Y | -50.6% | +1.5% | -52.1% | -51.4% |
| 3Y | -58.7% | +8.8% | -67.5% | -64.0% |
| All | -58.7% | +8.8% | -67.5% | -64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling