+362.5%
ZETA vs MSFU
+103.9%
+258.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.5% | -1.0% | +2.2% |
| 7D | +6.2% | +14.6% | -8.4% | 0.0% |
| 30D | -2.0% | +2.1% | -4.1% | -3.2% |
| 3M | +21.7% | +14.7% | +7.0% | +14.2% |
| 6M | +89.1% | +55.7% | +33.5% | +51.7% |
| YTD | +59.3% | +7.1% | +52.2% | +46.6% |
| 1Y | +66.2% | -0.5% | +66.7% | +57.4% |
| 3Y | +297.3% | +35.7% | +261.6% | +211.0% |
| All | +362.5% | +103.9% | +258.6% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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