+431.7%
ZETA vs MSFU
+87.3%
+344.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.6% |
| 7D | +26.5% | -4.9% | +31.4% | +28.5% |
| 30D | +10.3% | -9.1% | +19.3% | +13.9% |
| 3M | +30.5% | +8.7% | +21.9% | +24.8% |
| 6M | +129.4% | +48.3% | +81.1% | +86.6% |
| YTD | +83.1% | -1.6% | +84.8% | +73.9% |
| 1Y | +82.1% | -13.6% | +95.7% | +82.2% |
| 3Y | +352.3% | +20.2% | +332.1% | +270.4% |
| All | +431.7% | +87.3% | +344.4% | +270.0% |
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