MSFT monthly performance report
Explore MSFT's monthly returns, drawdown, and seasonality trends — updated every month.
MSFT monthly report
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Key takeaways
- Microsoft (MSFT) closed September 2026 at $493.78, down 2.66% for the month and −2.89% over the trailing 12 months.
- Year-to-date, MSFT is +2.10%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +14.24% versus its 200-day moving average ($432.23), a bullish technical signal.
- Over the past three years, MSFT has underperformed the S&P 500 by −21.64%, with a relative strength index reading of 87.4.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Microsoft ended September 2026 at $493.78, posting a monthly return of −2.66%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −1.96%.
The current quarter stands at +32.37% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +14.24% versus the 200-day moving average ($432.23).
Year-to-date, MSFT is +2.10% against SPY +11.70%, a gap of −9.60%. The stock is currently −10.82% below its 52-week high, with maximum 3-year drawdown at −34.91%.
| Period | MSFT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.80% | −0.12% | −0.68% |
| 1 Week | −0.37% | −0.34% | −0.03% |
| 1 Month | −2.66% | −0.70% | −1.96% |
| 3 Months | +30.32% | +2.80% | +27.52% |
| 6 Months | +23.46% | +13.85% | +9.61% |
| YTD | +2.10% | +11.70% | −9.60% |
| 12 Months | −2.89% | +15.01% | −17.90% |
| 3 Years | +50.06% | +71.69% | −21.64% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +24.58% |
| #2 | May 2025 | +16.47% |
| #3 | Nov 2023 | +12.07% |
| #4 | May 2026 | +10.41% |
| #5 | Apr 2026 | +10.16% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −17.15% |
| #2 | Jan 2026 | −11.03% |
| #3 | Feb 2026 | −8.73% |
| #4 | Apr 2024 | −7.46% |
| #5 | Jul 2024 | −6.40% |
| Quarter | Return |
|---|---|
| Q2 2025 | +32.50% |
| Q3 2025 | +4.13% |
| Q4 2025 | −6.63% |
| Q1 2026 | −23.46% |
| Q2 2026 | +0.77% |
| Q3 2026 (QTD) | +32.37% |
| Year | Return |
|---|---|
| 2023 | +56.80% |
| 2024 | +12.09% |
| 2025 | +14.74% |
| 2026 | +2.10% |
| Metric | Value |
|---|---|
| 52-Week High | $553.72 (2025-10-28) |
| 52-Week Low | $349.20 (2026-06-25) |
| Current Price | $493.78 |
| 200-Day Moving Average | $432.23 |
| Price vs 200DMA | +14.24% |
| 3-Year Maximum Drawdown | −34.91% (2026-06-25) |
| Current Drawdown from 52W High | −10.82% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 87.4 |
| 3-Year Excess Return vs S&P 500 | −21.64% |
| RS Peak | 114.4 (Aug 2025) |
| RS Trough | 64.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MSFT's return for this report period?
MSFT returned −2.66% in the latest monthly window ending 2026-09-18.
Has MSFT outperformed SPY year to date?
YTD MSFT: +2.10% vs SPY: +11.70%.
What is MSFT's 12-month return?
−2.89% over the trailing 12 months.
Is MSFT above or below its 200-day moving average?
Price is +14.24% versus 200DMA ($432.23).
What is the maximum drawdown in the 3-year window?
−34.91% on 2026-06-25.