-49.1%
ZTS vs MSFU
+32.6%
-81.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -3.2% |
| 7D | -0.4% | +2.5% | -2.9% | -0.5% |
| 30D | +11.7% | -1.3% | +13.0% | +11.8% |
| 3M | +3.5% | +8.6% | -5.2% | +2.9% |
| 6M | -27.6% | +48.4% | -76.0% | -29.4% |
| YTD | -35.5% | +1.6% | -37.0% | -35.6% |
| 1Y | -32.1% | -5.8% | -26.3% | -31.8% |
| 3Y | -49.1% | +30.9% | -80.0% | -51.5% |
| All | -49.1% | +32.6% | -81.7% | -51.5% |
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