+63.0%
ZETA vs MSFU
-1.7%
+64.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.5% | -1.0% | +2.3% |
| 7D | +6.2% | +14.6% | -8.4% | +0.3% |
| 30D | -2.0% | +2.1% | -4.1% | -3.0% |
| 3M | +21.7% | +14.7% | +7.0% | +14.7% |
| 6M | +89.1% | +55.7% | +33.5% | +56.7% |
| YTD | +59.3% | +7.1% | +52.2% | +41.4% |
| All | +63.0% | -1.7% | +64.7% | +48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling