+342.7%
ZETA vs MSFU
+93.3%
+249.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.1% | +6.1% |
| 7D | -0.4% | +2.5% | -2.9% | -1.8% |
| 30D | -8.0% | -1.3% | -6.7% | -7.9% |
| 3M | +21.4% | +8.6% | +12.8% | +16.5% |
| 6M | +80.1% | +48.4% | +31.7% | +47.3% |
| YTD | +52.5% | +1.6% | +50.9% | +43.5% |
| 1Y | +58.5% | -5.8% | +64.2% | +53.6% |
| 3Y | +281.7% | +30.9% | +250.7% | +203.6% |
| All | +342.7% | +93.3% | +249.3% | +205.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling