+279.2%
ZETA vs MSFU
+29.4%
+249.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -0.8% |
| 7D | -2.4% | -3.2% | +0.7% | -1.0% |
| 30D | +15.6% | -3.1% | +18.7% | +17.1% |
| 3M | +41.5% | +35.3% | +6.2% | +20.6% |
| 6M | +63.4% | +31.6% | +31.8% | +40.6% |
| YTD | +51.3% | -9.5% | +60.8% | +50.2% |
| 1Y | +65.8% | -18.4% | +84.2% | +70.8% |
| 3Y | +279.2% | +26.9% | +252.3% | +227.1% |
| All | +279.2% | +29.4% | +249.8% | +227.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling