+3.2%
MSFT vs STX
+90.4%
-87.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | -2.4% | +16.8% | -19.3% | -2.7% |
| 30D | -3.8% | -27.0% | +23.3% | -3.6% |
| 3M | +6.4% | -37.9% | +44.3% | +6.6% |
| 6M | +28.8% | -32.5% | +61.3% | +27.2% |
| YTD | +8.8% | +98.6% | -89.8% | -1.5% |
| 1Y | +3.2% | +93.6% | -90.4% | -6.6% |
| All | +3.2% | +90.4% | -87.2% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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