-28.0%
ADBE vs MSFU
-20.0%
-8.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -8.9% | -2.3% | -6.6% | -8.3% |
| 30D | -6.6% | -6.3% | -0.4% | -5.1% |
| 3M | +7.1% | +40.0% | -32.8% | -1.8% |
| 6M | -9.8% | +30.1% | -39.9% | -15.7% |
| YTD | -27.2% | -10.3% | -16.9% | -28.8% |
| 1Y | -28.0% | -19.0% | -9.0% | -28.0% |
| All | -28.0% | -20.0% | -8.0% | -28.0% |
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