+12.5%
ZS vs MSFU
+70.7%
-58.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.0% |
| 7D | -3.8% | -2.3% | -1.5% | -2.7% |
| 30D | -6.0% | -6.3% | +0.3% | -3.3% |
| 3M | +32.0% | +40.0% | -8.0% | +8.0% |
| 6M | +2.1% | +30.1% | -28.0% | -12.8% |
| YTD | -26.2% | -10.3% | -15.8% | -25.2% |
| 1Y | -41.2% | -19.0% | -22.1% | -38.1% |
| 3Y | +3.3% | +25.8% | -22.5% | -21.8% |
| All | +12.5% | +70.7% | -58.3% | -27.9% |
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