+201.1%
ZTS vs MUB
+33.4%
+167.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | -0.1% |
| 7D | -7.4% | +0.4% | -7.9% | -7.9% |
| 30D | +9.9% | +3.9% | +6.0% | +5.8% |
| 3M | +10.3% | -0.2% | +10.6% | +10.6% |
| 6M | +9.2% | -0.4% | +9.6% | +9.6% |
| YTD | -32.9% | +0.5% | -33.4% | -33.2% |
| 1Y | -29.7% | +0.7% | -30.4% | -30.1% |
| 3Y | -49.0% | +11.1% | -60.1% | -53.9% |
| 5Y | -59.3% | +3.7% | -63.0% | -61.1% |
| 10Y | +78.9% | +22.9% | +56.0% | +68.4% |
| All | +201.1% | +33.4% | +167.7% | +193.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling