+9.6%
ZS vs MSFU
+72.2%
-62.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.3% | -2.3% | -3.6% |
| 7D | -9.2% | -3.2% | -6.0% | -7.8% |
| 30D | -4.0% | -3.1% | -0.9% | -2.7% |
| 3M | +25.3% | +35.3% | -10.0% | +4.5% |
| 6M | -1.3% | +31.6% | -32.9% | -16.2% |
| YTD | -28.0% | -9.5% | -18.5% | -27.3% |
| 1Y | -42.5% | -18.4% | -24.1% | -39.7% |
| 3Y | +0.7% | +26.9% | -26.2% | -24.1% |
| All | +9.6% | +72.2% | -62.6% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling