-0.8%
MSFT vs C
+47.6%
-48.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -2.7% | +3.6% | -6.3% | -3.5% |
| 30D | +2.7% | +0.1% | +2.6% | +2.6% |
| 3M | +17.0% | +2.4% | +14.5% | +15.4% |
| 6M | +23.8% | +24.9% | -1.1% | +16.9% |
| YTD | +4.0% | +19.8% | -15.8% | -1.0% |
| 1Y | -0.8% | +44.9% | -45.7% | -8.3% |
| All | -0.8% | +47.6% | -48.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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