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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

MSFT

Microsoft Corporation
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-11
Executive Summary
The quantitative backtest for MSFT (Microsoft Corporation) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -47.1% (compared to the benchmark's drawdown of -69.4%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 15.4%, compared to a Buy-and-Hold benchmark return of 22.2%. The strategy executed 58 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

🛡️ MSFT Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-47.1% (vs -69.4% B&H)
+22.3% shallower drawdown
Drawdown Shield
22.3% Cut
Protected capital vs -69.4% B&H
Capital Sheltered from Risk
28.8% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 MSFT Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-24.14%-34.50%-34.17%-37.15%-34.17%-37.15%-47.06%-69.39%
Sharpe Ratio0.60-0.010.360.400.880.830.610.63
Sortino Ratio1.02-0.010.470.581.161.120.740.89
CAGR17.40%-0.26%9.04%11.72%23.02%25.63%15.39%22.16%
% Time Invested84.1%100.0%73.9%100.0%85.1%100.0%71.2%100.0%
Trades / Year2.00.01.60.01.10.01.50.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of MSFT under the Excess Return SMA strategy (Investing) versus Buy & Hold. The strategy produced a 15.4% CAGR with a -47.1% Max Drawdown across 58 trade signals (compared to Buy & Hold's 22.2% CAGR and -69.4% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for MSFT under Excess Return SMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for MSFT under Excess Return SMA (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Loading Top Diversifiers for MSFT...

Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2026-06-12 2026-07-08 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2026-02-09 2026-06-12 Completed 100% $402.30 $390.69 -2.93% Stop
2026-01-15 2026-02-09 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2025-03-27 2026-01-15 Completed 100% $385.60 $461.19 19.54% Stop
2025-03-05 2025-03-27 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-08-28 2025-03-05 Completed 100% $408.43 $384.82 -5.83% Stop
2024-08-06 2024-08-28 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
2023-10-24 2024-08-06 Completed 100% $323.72 $393.07 21.36% Stop
2022-12-27 2023-10-24 Interest (CASH) 100% $1.00 $1.04 4.26% Interest Income
2022-10-10 2022-12-27 Completed 100% $225.54 $231.66 2.66% Signal
2022-09-16 2022-10-10 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
2022-06-02 2022-09-16 Completed 100% $255.38 $236.39 -7.48% Stop
2022-05-10 2022-06-02 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2022-02-16 2022-05-10 Completed 100% $287.47 $261.77 -8.99% Stop
2022-01-25 2022-02-16 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2020-10-13 2022-01-25 Completed 100% $211.81 $280.29 32.27% Stop
2020-09-21 2020-10-13 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-03-23 2020-09-21 Completed 100% $129.62 $187.53 44.60% Stop
2020-02-28 2020-03-23 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2019-01-17 2020-02-28 Completed 100% $97.62 $144.19 47.63% Stop
2018-12-24 2019-01-17 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2015-09-17 2018-12-24 Completed 100% $38.28 $90.82 137.14% Stop
2015-08-25 2015-09-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2015-02-23 2015-08-25 Completed 100% $37.28 $36.79 -1.36% Stop
2015-01-29 2015-02-23 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2012-12-07 2015-01-29 Completed 100% $21.46 $34.67 61.45% Stop
2012-11-14 2012-12-07 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-02-13 2012-11-14 Completed 100% $23.84 $21.80 -8.60% Stop
2011-05-06 2012-02-13 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2010-06-16 2011-05-06 Completed 100% $19.84 $19.88 0.16% Signal
2010-05-24 2010-06-16 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-11-13 2010-05-24 Completed 100% $21.79 $20.12 -7.69% Stop
2009-07-13 2009-11-13 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2009-06-18 2009-07-13 Completed 100% $17.37 $16.48 -5.13% Stop
2008-09-22 2009-06-18 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
2008-07-25 2008-09-22 Completed 100% $18.41 $18.90 2.62% Stop
2008-07-02 2008-07-25 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2008-02-15 2008-07-02 Completed 100% $20.17 $19.31 -4.31% Stop
2008-01-24 2008-02-15 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2007-05-16 2008-01-24 Completed 100% $21.94 $23.05 5.01% Stop
2006-06-07 2007-05-16 Interest (CASH) 100% $1.00 $1.05 4.71% Interest Income
2006-05-26 2006-06-07 Completed 100% $16.59 $15.46 -6.86% Signal
2006-05-04 2006-05-26 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2004-04-15 2006-05-04 Completed 100% $15.63 $16.23 3.78% Stop
2004-03-23 2004-04-15 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-12-17 2004-03-23 Completed 100% $16.56 $15.09 -8.88% Stop
2001-10-10 2003-12-17 Interest (CASH) 100% $1.00 $1.03 3.08% Interest Income
2001-10-09 2001-10-10 Completed 100% $17.45 $16.27 -6.83% Stop
2000-10-25 2001-10-09 Interest (CASH) 100% $1.00 $1.04 4.09% Interest Income
2000-10-18 2000-10-25 Completed 100% $15.06 $18.80 24.75% Signal
2000-09-26 2000-10-18 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-08-17 2000-09-26 Completed 100% $21.59 $18.49 -14.37% Stop
2000-07-26 2000-08-17 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-06-20 2000-07-26 Completed 100% $22.42 $20.96 -6.56% Stop
2000-05-26 2000-06-20 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-04-27 2000-05-26 Completed 100% $20.47 $18.84 -8.02% Stop
2000-04-04 2000-04-27 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-02-16 2000-04-04 Completed 100% $30.12 $27.79 -7.79% Stop
2000-01-25 2000-02-16 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1999-08-25 2000-01-25 Completed 100% $28.42 $30.65 7.82% Stop
1999-08-03 1999-08-25 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1999-05-12 1999-08-03 Completed 100% $24.51 $26.06 6.29% Stop
1999-04-20 1999-05-12 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1999-03-12 1999-04-20 Completed 100% $24.68 $24.96 1.10% Stop
1999-02-18 1999-03-12 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1998-10-30 1999-02-18 Completed 100% $16.28 $22.90 40.66% Stop
1998-10-08 1998-10-30 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-09-24 1998-10-08 Completed 100% $17.17 $13.74 -19.98% Stop
1998-09-01 1998-09-24 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1998-06-02 1998-09-01 Completed 100% $12.76 $14.45 13.25% Stop
1998-05-08 1998-06-02 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1998-01-20 1998-05-08 Completed 100% $10.18 $12.42 22.03% Stop
1997-12-24 1998-01-20 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-11-20 1997-12-24 Completed 100% $10.26 $9.39 -8.55% Stop
1997-10-29 1997-11-20 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-04-17 1997-10-29 Completed 100% $7.47 $10.15 35.72% Stop
1997-03-25 1997-04-17 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1995-12-14 1997-03-25 Completed 100% $3.50 $6.88 96.38% Stop
1995-11-21 1995-12-14 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-10-20 1995-11-21 Completed 100% $3.66 $3.26 -11.05% Stop
1995-09-28 1995-10-20 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-08-11 1995-09-28 Completed 100% $3.59 $3.38 -6.12% Stop
1995-07-20 1995-08-11 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1994-08-22 1995-07-20 Completed 100% $2.09 $3.61 73.10% Stop
1994-03-10 1994-08-22 Interest (CASH) 100% $1.00 $1.02 1.84% Interest Income
1993-07-30 1994-03-10 Completed 100% $1.38 $1.55 11.59% Signal
1993-07-08 1993-07-30 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
1993-03-11 1993-07-08 Completed 100% $1.62 $1.59 -1.52% Stop
1993-02-17 1993-03-11 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-07-21 1993-02-17 Completed 100% $1.33 $1.54 15.66% Stop
1992-06-26 1992-07-21 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
1992-05-21 1992-06-26 Completed 100% $1.48 $1.32 -10.94% Stop
1992-04-29 1992-05-21 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
1991-07-29 1992-04-29 Completed 100% $0.90 $1.38 54.15% Stop
1991-07-05 1991-07-29 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1991-05-23 1991-07-05 Completed 100% $0.90 $0.81 -10.68% Stop
1991-05-01 1991-05-23 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1991-04-16 1991-05-01 Completed 100% $0.96 $0.83 -13.45% Stop
1991-03-22 1991-04-16 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1990-11-05 1991-03-22 Completed 100% $0.55 $0.80 44.76% Stop
1990-10-12 1990-11-05 Interest (CASH) 100% $1.00 $1.00 0.45% Interest Income
1990-09-14 1990-10-12 Completed 100% $0.48 $0.49 2.58% Stop
1990-08-22 1990-09-14 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1990-08-16 1990-08-22 Completed 100% $0.54 $0.46 -14.11% Stop
1990-07-25 1990-08-16 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1990-01-11 1990-07-25 Completed 100% $0.37 $0.59 57.67% Stop
1989-12-18 1990-01-11 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-11-20 1989-12-18 Completed 100% $0.37 $0.33 -11.00% Stop
1989-02-21 1989-11-20 Interest (CASH) 100% $1.00 $1.06 5.85% Interest Income
1988-11-29 1989-02-21 Completed 100% $0.20 $0.26 32.38% Signal
1988-11-04 1988-11-29 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-08-18 1988-11-04 Completed 100% $0.22 $0.20 -11.89% Stop
1988-07-27 1988-08-18 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-05-24 1988-07-27 Completed 100% $0.23 $0.25 5.86% Stop
1988-05-20 1988-05-24 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where MSFT ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with MSFT → ⚖️ Compare MSFT vs Non-Correlated Assets →