+6.2%
MSFT vs RSP
+19.2%
-13.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +2.3% | +0.7% | +1.6% | +2.1% |
| 30D | -0.4% | +3.7% | -4.0% | -1.8% |
| 3M | +5.6% | +0.7% | +4.9% | +5.2% |
| 6M | +29.0% | +9.0% | +19.9% | +25.6% |
| YTD | +10.9% | +16.7% | -5.7% | +5.8% |
| 1Y | +6.2% | +19.0% | -12.7% | +1.2% |
| All | +6.2% | +19.2% | -13.0% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling