+14.8%
ZM vs MSTU
-93.8%
+108.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.2% | +0.1% |
| 7D | +0.3% | +12.9% | -12.6% | -0.7% |
| 30D | -10.3% | +68.3% | -78.6% | -13.6% |
| 3M | -0.7% | +0.4% | -1.0% | -2.2% |
| 6M | +24.8% | -41.5% | +66.3% | +24.6% |
| YTD | +11.5% | -61.7% | +73.2% | +11.0% |
| All | +14.8% | -93.8% | +108.6% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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