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Total Return
Portfolio performance vs benchmark
Monthly Returns
Portfolio S&P 500
Alpha
+1.6%
Best Month
+4.8%
Worst Month
-1.2%
Annualized
~9.2%
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AI Analysis
Your portfolio has consistently outperformed the S&P 500 benchmark by an average of 1.6% over the past 6 months. The strong January performance (+4.5%) was driven by tech sector gains. December's minor dip (-1.2%) was less severe than the benchmark decline, demonstrating good downside protection. Current trajectory suggests continued alpha generation.
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