+18.7%
ZM vs MSFU
+70.7%
-52.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.3% | -2.3% | +2.7% | +1.0% |
| 30D | -10.3% | -6.3% | -4.0% | -8.8% |
| 3M | -0.7% | +40.0% | -40.6% | -11.9% |
| 6M | +24.8% | +30.1% | -5.3% | +12.1% |
| YTD | +11.5% | -10.3% | +21.8% | +11.1% |
| 1Y | +12.3% | -19.0% | +31.4% | +14.7% |
| 3Y | +33.5% | +25.8% | +7.7% | +4.3% |
| All | +18.7% | +70.7% | -52.0% | -26.6% |
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