-26.7%
ZTS vs MSFU
-2.2%
-24.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +13.5% | -6.0% | +7.0% |
| 7D | +15.4% | +8.2% | +7.3% | +15.0% |
| 30D | +25.8% | +10.2% | +15.6% | +25.2% |
| 3M | +18.1% | +22.9% | -4.8% | +17.3% |
| 6M | -19.7% | +63.2% | -82.9% | -20.2% |
| YTD | -27.5% | +11.7% | -39.2% | -28.8% |
| 1Y | -26.7% | -3.5% | -23.2% | -27.0% |
| All | -26.7% | -2.2% | -24.5% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling