+2,099.9%
MSFT vs NOW
+2,046.7%
+53.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +1.7% | -3.0% | +4.7% | +2.7% |
| 30D | +0.2% | -26.0% | +26.2% | +8.3% |
| 3M | +6.4% | -13.1% | +19.5% | +8.0% |
| 6M | +28.7% | +14.5% | +14.2% | +17.1% |
| YTD | +10.4% | -33.4% | +43.8% | +19.4% |
| 1Y | +7.6% | -40.6% | +48.2% | +20.6% |
| 3Y | +52.3% | -16.3% | +68.6% | +47.2% |
| 5Y | +64.5% | -26.3% | +90.8% | +59.5% |
| 10Y | +917.8% | +512.7% | +405.1% | +483.9% |
| All | +2,099.9% | +2,046.7% | +53.1% | +995.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling