MSFT
Microsoft Corporation
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
MSFT Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 24.78% | 8.55% | 8.36% | 11.87% | 22.46% | 25.48% | 16.06% | 21.89% |
| Sharpe Ratio | 1.08 | 0.33 | 0.36 | 0.43 | 0.89 | 0.85 | 0.64 | 0.63 |
| Max Drawdown | -24.03% | -33.91% | -33.82% | -37.15% | -33.82% | -37.15% | -41.45% | -69.39% |
| % Time Invested | 93.7% | 100.0% | 76.2% | 100.0% | 86.2% | 100.0% | 68.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 1.0 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-02-09 | Open | Open | 100% | $403.93 | $424.46 | 5.08% | Mark-to-Market |
| 2026-01-15 | 2026-02-09 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-03-27 | 2026-01-15 | Completed | 100% | $387.17 | $463.06 | 19.60% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-03-05 | Completed | 100% | $410.08 | $386.38 | -5.78% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-10-17 | 2024-08-06 | Completed | 100% | $323.35 | $394.66 | 22.05% | Stop |
| 2023-01-20 | 2023-10-17 | Interest | 100% | $1.00 | $1.03 | 2.84% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $235.39 | $228.85 | -2.78% | Signal |
| 2022-12-21 | 2023-01-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-10-10 | 2022-12-21 | Completed | 100% | $226.45 | $235.51 | 4.00% | Signal |
| 2022-09-16 | 2022-10-10 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-06-02 | 2022-09-16 | Completed | 100% | $256.42 | $237.34 | -7.44% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-10 | Completed | 100% | $288.64 | $262.83 | -8.94% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-10-13 | 2022-01-25 | Completed | 100% | $212.67 | $281.43 | 32.33% | Stop |
| 2020-09-21 | 2020-10-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-23 | 2020-09-21 | Completed | 100% | $130.15 | $188.29 | 44.67% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-17 | 2020-02-28 | Completed | 100% | $98.02 | $144.78 | 47.70% | Stop |
| 2018-12-24 | 2019-01-17 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-09-17 | 2018-12-24 | Completed | 100% | $38.43 | $91.19 | 137.26% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-02-23 | 2015-08-25 | Completed | 100% | $37.43 | $36.94 | -1.31% | Stop |
| 2015-01-29 | 2015-02-23 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-12-07 | 2015-01-29 | Completed | 100% | $21.55 | $34.81 | 61.53% | Stop |
| 2012-11-14 | 2012-12-07 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2012-03-13 | 2012-11-14 | Completed | 100% | $25.36 | $21.89 | -13.69% | Stop |
| 2011-04-20 | 2012-03-13 | Interest | 100% | $1.00 | $1.02 | 2.12% | Interest Income |
| 2010-06-16 | 2011-04-20 | Completed | 100% | $19.92 | $19.56 | -1.83% | Signal |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-02-09 | 2010-05-24 | Completed | 100% | $20.86 | $20.20 | -3.12% | Stop |
| 2010-01-04 | 2010-02-09 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2009-12-30 | 2010-01-04 | Completed | 100% | $23.23 | $22.83 | -1.70% | Signal |
| 2009-11-17 | 2009-12-30 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2009-11-13 | 2009-11-17 | Completed | 100% | $21.88 | $22.00 | 0.54% | Signal |
| 2009-06-22 | 2009-11-13 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2009-06-18 | 2009-06-22 | Completed | 100% | $17.44 | $17.68 | 1.40% | Signal |
| 2008-09-11 | 2009-06-18 | Interest | 100% | $1.00 | $1.02 | 2.38% | Interest Income |
| 2008-07-25 | 2008-09-11 | Completed | 100% | $18.48 | $18.89 | 2.20% | Signal |
| 2008-07-02 | 2008-07-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-15 | 2008-07-02 | Completed | 100% | $20.25 | $19.39 | -4.26% | Stop |
| 2008-01-24 | 2008-02-15 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-05-15 | 2008-01-24 | Completed | 100% | $21.95 | $23.14 | 5.41% | Stop |
| 2006-05-31 | 2007-05-15 | Interest | 100% | $1.00 | $1.05 | 4.53% | Interest Income |
| 2006-05-26 | 2006-05-31 | Completed | 100% | $16.66 | $16.30 | -2.15% | Signal |
| 2006-05-04 | 2006-05-26 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2004-11-17 | 2006-05-04 | Completed | 100% | $18.73 | $16.30 | -12.97% | Stop |
| 2004-10-05 | 2004-11-17 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2004-03-15 | 2004-10-05 | Completed | 100% | $15.56 | $17.36 | 11.59% | Signal |
| 2003-12-19 | 2004-03-15 | Interest | 100% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2003-12-17 | 2003-12-19 | Completed | 100% | $16.63 | $16.90 | 1.66% | Signal |
| 2001-10-10 | 2003-12-17 | Interest | 100% | $1.00 | $1.10 | 9.78% | Interest Income |
| 2001-10-09 | 2001-10-10 | Completed | 100% | $17.52 | $16.33 | -6.78% | Stop |
| 2000-10-24 | 2001-10-09 | Interest | 100% | $1.00 | $1.05 | 4.86% | Interest Income |
| 2000-10-18 | 2000-10-24 | Completed | 100% | $15.12 | $19.08 | 26.20% | Signal |
| 2000-09-26 | 2000-10-18 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2000-08-17 | 2000-09-26 | Completed | 100% | $21.67 | $18.57 | -14.32% | Stop |
| 2000-07-26 | 2000-08-17 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-06-20 | 2000-07-26 | Completed | 100% | $22.51 | $21.05 | -6.51% | Stop |
| 2000-05-26 | 2000-06-20 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2000-04-27 | 2000-05-26 | Completed | 100% | $20.55 | $18.91 | -7.97% | Stop |
| 2000-04-04 | 2000-04-27 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-02-16 | 2000-04-04 | Completed | 100% | $30.24 | $27.90 | -7.75% | Stop |
| 2000-01-25 | 2000-02-16 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1999-08-25 | 2000-01-25 | Completed | 100% | $28.53 | $30.78 | 7.88% | Stop |
| 1999-08-03 | 1999-08-25 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-05-12 | 1999-08-03 | Completed | 100% | $24.61 | $26.17 | 6.35% | Stop |
| 1999-04-20 | 1999-05-12 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1999-03-12 | 1999-04-20 | Completed | 100% | $24.78 | $25.06 | 1.15% | Stop |
| 1999-02-18 | 1999-03-12 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1998-10-30 | 1999-02-18 | Completed | 100% | $16.34 | $23.00 | 40.73% | Stop |
| 1998-10-08 | 1998-10-30 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-09-24 | 1998-10-08 | Completed | 100% | $17.24 | $13.80 | -19.94% | Stop |
| 1998-09-01 | 1998-09-24 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-06-02 | 1998-09-01 | Completed | 100% | $12.81 | $14.51 | 13.31% | Stop |
| 1998-05-08 | 1998-06-02 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1998-01-20 | 1998-05-08 | Completed | 100% | $10.22 | $12.47 | 22.09% | Stop |
| 1997-12-24 | 1998-01-20 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 1997-11-20 | 1997-12-24 | Completed | 100% | $10.30 | $9.43 | -8.50% | Stop |
| 1997-10-29 | 1997-11-20 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1997-04-17 | 1997-10-29 | Completed | 100% | $7.50 | $10.19 | 35.79% | Stop |
| 1997-03-25 | 1997-04-17 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1995-12-14 | 1997-03-25 | Completed | 100% | $3.51 | $6.90 | 96.48% | Stop |
| 1995-11-21 | 1995-12-14 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1995-10-20 | 1995-11-21 | Completed | 100% | $3.68 | $3.27 | -11.01% | Stop |
| 1995-09-28 | 1995-10-20 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1995-08-11 | 1995-09-28 | Completed | 100% | $3.61 | $3.39 | -6.07% | Stop |
| 1995-07-20 | 1995-08-11 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1994-09-09 | 1995-07-20 | Completed | 100% | $2.14 | $3.63 | 69.71% | Stop |
| 1993-12-14 | 1994-09-09 | Interest | 100% | $1.00 | $1.05 | 4.90% | Interest Income |
| 1993-07-30 | 1993-12-14 | Completed | 100% | $1.39 | $1.54 | 10.96% | Signal |
| 1993-07-08 | 1993-07-30 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1993-03-11 | 1993-07-08 | Completed | 100% | $1.62 | $1.60 | -1.47% | Stop |
| 1993-02-17 | 1993-03-11 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1992-07-21 | 1993-02-17 | Completed | 100% | $1.33 | $1.54 | 15.71% | Stop |
| 1992-06-26 | 1992-07-21 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1992-05-21 | 1992-06-26 | Completed | 100% | $1.49 | $1.32 | -10.90% | Stop |
| 1992-04-29 | 1992-05-21 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-07-29 | 1992-04-29 | Completed | 100% | $0.90 | $1.39 | 54.23% | Stop |
| 1991-07-05 | 1991-07-29 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 1991-05-23 | 1991-07-05 | Completed | 100% | $0.91 | $0.81 | -10.63% | Stop |
| 1991-05-01 | 1991-05-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1991-04-16 | 1991-05-01 | Completed | 100% | $0.96 | $0.83 | -13.41% | Stop |
| 1991-03-22 | 1991-04-16 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1990-11-05 | 1991-03-22 | Completed | 100% | $0.55 | $0.80 | 44.83% | Stop |
| 1990-10-12 | 1990-11-05 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-09-14 | 1990-10-12 | Completed | 100% | $0.48 | $0.50 | 2.63% | Stop |
| 1990-08-22 | 1990-09-14 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-08-16 | 1990-08-22 | Completed | 100% | $0.54 | $0.47 | -14.06% | Stop |
| 1990-07-25 | 1990-08-16 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-01-11 | 1990-07-25 | Completed | 100% | $0.38 | $0.59 | 57.75% | Stop |
| 1989-12-18 | 1990-01-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-11-20 | 1989-12-18 | Completed | 100% | $0.37 | $0.33 | -10.95% | Stop |
| 1989-02-17 | 1989-11-20 | Interest | 100% | $1.00 | $1.06 | 5.96% | Interest Income |
| 1988-11-29 | 1989-02-17 | Completed | 100% | $0.20 | $0.27 | 34.04% | Signal |
| 1988-11-04 | 1988-11-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-08-18 | 1988-11-04 | Completed | 100% | $0.22 | $0.20 | -11.85% | Stop |
| 1988-07-27 | 1988-08-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-05-24 | 1988-07-27 | Completed | 100% | $0.23 | $0.25 | 5.91% | Stop |
| 1988-05-20 | 1988-05-24 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
