+133,470.9%
MSFT vs IP
+364.8%
+133,106.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | -2.7% | -5.3% | +2.6% | -1.2% |
| 30D | +2.7% | -10.9% | +13.6% | +5.9% |
| 3M | +17.0% | +11.2% | +5.8% | +12.3% |
| 6M | +23.8% | -10.2% | +34.0% | +25.2% |
| YTD | +4.0% | -2.0% | +6.0% | +2.1% |
| 1Y | -0.8% | -19.1% | +18.3% | +2.2% |
| 3Y | +55.6% | +20.9% | +34.8% | +36.6% |
| 5Y | +72.9% | -17.8% | +90.7% | +68.2% |
| 10Y | +875.8% | +23.5% | +852.3% | +700.6% |
| All | +133,470.9% | +364.8% | +133,106.1% | +51,873.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded IP 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling