+347.2%
ZETA vs MSFU
+76.3%
+270.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -2.3% |
| 7D | +2.7% | -5.7% | +8.3% | +5.2% |
| 30D | +15.8% | +4.2% | +11.6% | +13.6% |
| 3M | +35.4% | +27.9% | +7.5% | +18.5% |
| 6M | +67.1% | +37.1% | +30.0% | +41.2% |
| YTD | +54.1% | -7.4% | +61.4% | +51.5% |
| 1Y | +67.8% | -19.6% | +87.4% | +73.9% |
| 3Y | +311.4% | +33.2% | +278.2% | +226.4% |
| All | +347.2% | +76.3% | +270.9% | +222.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling