+4.9%
MSFT vs DOW
+56.5%
-51.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.1% |
| 7D | -1.3% | +5.2% | -6.5% | -0.8% |
| 30D | -1.8% | +13.2% | -15.0% | -0.9% |
| 3M | +5.6% | +10.1% | -4.5% | +6.5% |
| 6M | +29.8% | -13.1% | +42.9% | +29.5% |
| YTD | +9.0% | +46.1% | -37.1% | +12.9% |
| 1Y | +4.9% | +50.0% | -45.1% | +8.9% |
| All | +4.9% | +56.5% | -51.6% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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