+30.2%
ZS vs MSFU
+46.9%
-16.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.2% | +0.8% |
| 7D | -13.7% | -12.7% | -1.0% | -10.3% |
| 30D | -14.2% | -9.0% | -5.2% | -11.9% |
| 3M | +8.5% | +2.9% | +5.6% | +7.7% |
| 6M | +30.2% | +43.5% | -13.4% | +28.2% |
| All | +30.2% | +46.9% | -16.8% | +28.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling