+120.2%
ADBE vs MS
+616.2%
-495.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.7% |
| 7D | -4.4% | -1.6% | -2.8% | -3.9% |
| 30D | +2.8% | -3.8% | +6.6% | +4.0% |
| 3M | -8.0% | -14.6% | +6.6% | -2.8% |
| 6M | -4.3% | -5.1% | +0.7% | -4.2% |
| YTD | -31.6% | +4.5% | -36.1% | -34.6% |
| 1Y | -26.9% | +13.5% | -40.4% | -32.6% |
| 3Y | -57.7% | +160.4% | -218.1% | -73.3% |
| 5Y | -63.9% | +112.9% | -176.8% | -75.5% |
| All | +120.2% | +616.2% | -495.9% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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