+30.8%
ZS vs MSFU
+87.3%
-56.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | -5.2% | -4.9% | -0.3% | -3.2% |
| 30D | -15.5% | -9.1% | -6.4% | -12.2% |
| 3M | +9.0% | +8.7% | +0.3% | +3.8% |
| 6M | +32.2% | +48.3% | -16.1% | +5.3% |
| YTD | -14.1% | -1.6% | -12.5% | -17.4% |
| 1Y | -39.1% | -13.6% | -25.5% | -37.9% |
| 3Y | +10.4% | +20.2% | -9.8% | -13.3% |
| All | +30.8% | +87.3% | -56.5% | -20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling