+108.8%
ABBV vs MSFU
+70.7%
+38.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +0.9% |
| 7D | -4.1% | -2.3% | -1.8% | -4.1% |
| 30D | +1.2% | -6.3% | +7.4% | +1.2% |
| 3M | +12.1% | +40.0% | -27.8% | +12.0% |
| 6M | +12.0% | +30.1% | -18.1% | +11.7% |
| YTD | +12.4% | -10.3% | +22.7% | +13.2% |
| 1Y | +22.9% | -19.0% | +42.0% | +24.1% |
| 3Y | +86.8% | +25.8% | +60.9% | +82.6% |
| All | +108.8% | +70.7% | +38.1% | +104.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling