+9.0%
MSFT vs NOW
-39.6%
+48.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.8% |
| 7D | +4.7% | -27.5% | +32.2% | +11.7% |
| 30D | +5.8% | -20.0% | +25.9% | +9.5% |
| 3M | +13.0% | -7.9% | +20.9% | +11.3% |
| 6M | +34.9% | +18.3% | +16.6% | +20.7% |
| YTD | +15.7% | -29.0% | +44.6% | +18.1% |
| 1Y | +9.0% | -38.7% | +47.7% | +13.3% |
| All | +9.0% | -39.6% | +48.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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