-36.7%
ZS vs MSFU
-18.4%
-18.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.0% |
| 7D | -7.8% | -5.7% | -2.1% | -5.8% |
| 30D | +5.0% | +4.2% | +0.9% | +3.4% |
| 3M | +25.5% | +27.9% | -2.4% | +14.9% |
| 6M | +8.7% | +37.1% | -28.4% | -3.6% |
| YTD | -24.5% | -7.4% | -17.1% | -27.0% |
| 1Y | -36.7% | -19.6% | -17.1% | -37.1% |
| All | -36.7% | -18.4% | -18.3% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling