+8.0%
ZS vs MSFU
+21.3%
-13.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -2.6% | -2.8% | +0.1% | -1.6% |
| 30D | -12.8% | -5.3% | -7.5% | -11.2% |
| 3M | +2.3% | +7.2% | -5.0% | -1.4% |
| 6M | +26.3% | +51.0% | -24.7% | +3.2% |
| YTD | -14.4% | -1.2% | -13.2% | -17.3% |
| 1Y | -37.6% | -10.3% | -27.3% | -37.5% |
| 3Y | +8.0% | +22.2% | -14.2% | -10.9% |
| All | +8.0% | +21.3% | -13.3% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling