+88.0%
MSFU vs ZBRA
+11.4%
+76.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.6% | -0.3% |
| 7D | -2.8% | +0.6% | -3.4% | -3.0% |
| 30D | -5.3% | -14.0% | +8.7% | -0.4% |
| 3M | +7.2% | -14.7% | +21.9% | +13.0% |
| 6M | +51.0% | +31.3% | +19.7% | +33.9% |
| YTD | -1.2% | +33.4% | -34.7% | -14.1% |
| 1Y | -10.3% | +34.1% | -44.4% | -22.4% |
| 3Y | +22.2% | +59.9% | -37.7% | -5.6% |
| All | +88.0% | +11.4% | +76.6% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling