+3,090.5%
MSFT vs RSP
+1,139.7%
+1,950.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.6% |
| 7D | -2.7% | -0.8% | -1.9% | -2.0% |
| 30D | +2.7% | -0.3% | +3.0% | +3.0% |
| 3M | +17.0% | +4.3% | +12.7% | +12.7% |
| 6M | +23.8% | +8.8% | +15.0% | +14.9% |
| YTD | +4.0% | +15.3% | -11.3% | -8.3% |
| 1Y | -0.8% | +18.3% | -19.1% | -14.7% |
| 3Y | +55.6% | +52.8% | +2.8% | +6.3% |
| 5Y | +72.9% | +51.7% | +21.2% | +20.0% |
| 10Y | +875.8% | +208.5% | +667.3% | +271.9% |
| All | +3,090.5% | +1,139.7% | +1,950.8% | +252.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling