+45.4%
MSFT vs NOW
-18.9%
+64.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.4% | -3.2% |
| 7D | -6.2% | -5.6% | -0.7% | -4.7% |
| 30D | -3.7% | -26.8% | +23.1% | +3.1% |
| 3M | +3.6% | -19.4% | +23.1% | +7.0% |
| 6M | +26.8% | +12.3% | +14.5% | +15.2% |
| YTD | +8.4% | -32.9% | +41.4% | +15.9% |
| 1Y | +3.3% | -40.3% | +43.6% | +14.3% |
| All | +45.4% | -18.9% | +64.4% | +43.9% |
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