+62.4%
MSFT vs NOW
-25.8%
+88.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -1.3% | +0.3% | -1.5% | -1.4% |
| 30D | -1.8% | -27.0% | +25.1% | +6.9% |
| 3M | +5.6% | -19.6% | +25.3% | +10.1% |
| 6M | +29.8% | +17.5% | +12.3% | +14.5% |
| YTD | +9.0% | -33.3% | +42.3% | +18.5% |
| 1Y | +4.9% | -39.8% | +44.8% | +18.4% |
| 3Y | +46.2% | -19.9% | +66.1% | +39.6% |
| All | +62.4% | -25.8% | +88.3% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling