-32.9%
ADBE vs MSFU
+70.7%
-103.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -8.9% | -2.3% | -6.6% | -8.1% |
| 30D | -6.6% | -6.3% | -0.4% | -4.5% |
| 3M | +7.1% | +40.0% | -32.8% | -6.8% |
| 6M | -9.8% | +30.1% | -39.9% | -19.8% |
| YTD | -27.2% | -10.3% | -16.9% | -26.9% |
| 1Y | -28.0% | -19.0% | -9.0% | -25.6% |
| 3Y | -54.5% | +25.8% | -80.3% | -64.7% |
| All | -32.9% | +70.7% | -103.6% | -55.8% |
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