+52.3%
MSFT vs NOW
-16.2%
+68.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +1.7% | -3.0% | +4.7% | +2.6% |
| 30D | +0.2% | -26.0% | +26.2% | +6.9% |
| 3M | +6.4% | -13.1% | +19.5% | +7.0% |
| 6M | +28.7% | +14.5% | +14.2% | +16.1% |
| YTD | +10.4% | -33.4% | +43.8% | +18.3% |
| 1Y | +7.6% | -40.6% | +48.2% | +19.4% |
| 3Y | +52.3% | -16.3% | +68.6% | +45.0% |
| All | +52.3% | -16.2% | +68.5% | +45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling