-31.6%
ZS vs MSFU
-2.2%
-29.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.5% | -13.8% | -5.3% |
| 7D | -12.3% | +8.2% | -20.4% | -15.1% |
| 30D | +11.2% | +10.2% | +1.0% | +6.9% |
| 3M | +37.5% | +22.9% | +14.6% | +26.3% |
| 6M | +57.8% | +63.2% | -5.4% | +31.0% |
| YTD | -0.2% | +11.7% | -11.9% | -11.4% |
| 1Y | -31.6% | -3.5% | -28.1% | -40.3% |
| All | -31.6% | -2.2% | -29.4% | -40.3% |
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