-58.9%
ADBE vs MSFU
+34.7%
-93.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.5% | -6.3% | -2.2% |
| 7D | -5.6% | +14.6% | -20.2% | -9.4% |
| 30D | -2.0% | +2.1% | -4.2% | -3.2% |
| 3M | -10.5% | +14.7% | -25.2% | -14.5% |
| 6M | -6.2% | +55.7% | -61.9% | -18.7% |
| YTD | -32.2% | +7.1% | -39.3% | -35.8% |
| 1Y | -27.4% | -0.5% | -26.9% | -30.0% |
| 3Y | -58.9% | +35.7% | -94.7% | -68.6% |
| All | -58.9% | +34.7% | -93.7% | -68.6% |
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