-61.7%
ZTS vs MUB
+2.2%
-63.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -2.0% | -0.9% | -1.1% | -0.8% |
| 30D | +1.9% | -1.4% | +3.3% | +4.0% |
| 3M | -4.0% | -2.2% | -1.8% | -0.9% |
| 6M | -39.1% | -1.9% | -37.2% | -37.4% |
| YTD | -38.8% | -0.8% | -38.0% | -38.1% |
| 1Y | -49.6% | +2.7% | -52.3% | -51.5% |
| 3Y | -59.0% | +8.6% | -67.6% | -63.9% |
| All | -61.7% | +2.2% | -63.9% | -62.6% |
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