+25,278.1%
MSFT vs O
+5,283.0%
+19,995.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +2.0% | +2.5% |
| 7D | +7.5% | +3.3% | +4.2% | +6.4% |
| 30D | +1.9% | +10.3% | -8.5% | -1.5% |
| 3M | +9.2% | -3.5% | +12.7% | +10.4% |
| 6M | +31.9% | -1.3% | +33.1% | +31.9% |
| YTD | +13.4% | +10.3% | +3.1% | +8.7% |
| 1Y | +10.6% | +10.4% | +0.2% | +5.9% |
| 3Y | +54.7% | +40.0% | +14.7% | +34.0% |
| 5Y | +69.1% | +12.4% | +56.7% | +57.8% |
| 10Y | +920.4% | +78.2% | +842.2% | +669.5% |
| All | +25,278.1% | +5,283.0% | +19,995.1% | +6,229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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