+45.6%
ZM vs MSTU
-87.2%
+132.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.2% | +0.1% |
| 7D | +0.3% | +12.9% | -12.6% | -0.8% |
| 30D | -10.3% | +68.3% | -78.6% | -14.0% |
| 3M | -0.7% | +0.4% | -1.0% | -2.6% |
| 6M | +24.8% | -41.5% | +66.3% | +24.7% |
| YTD | +11.5% | -61.7% | +73.2% | +11.9% |
| 1Y | +12.3% | -93.7% | +106.0% | +25.4% |
| All | +45.6% | -87.2% | +132.9% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling