+1,971.7%
MSFT vs NOW
+2,873.9%
-902.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +0.9% | -1.0% |
| 7D | -2.7% | -2.4% | -0.3% | -2.0% |
| 30D | +2.7% | +20.5% | -17.8% | -4.1% |
| 3M | +17.0% | +18.3% | -1.4% | +8.9% |
| 6M | +23.8% | +24.1% | -0.2% | +11.4% |
| YTD | +4.0% | -7.8% | +11.8% | +3.4% |
| 1Y | -0.8% | -21.4% | +20.6% | +3.5% |
| 3Y | +55.6% | +19.5% | +36.1% | +36.5% |
| 5Y | +72.9% | +4.1% | +68.8% | +53.0% |
| 10Y | +875.8% | +826.4% | +49.4% | +406.8% |
| All | +1,971.7% | +2,873.9% | -902.2% | +848.6% |
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