MSFT monthly performance report
Monthly MSFT research: returns, drawdown, relative strength, seasonality, and key stats.
MSFT monthly report
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Key takeaways
- Microsoft (MSFT) closed August 2026 at $487.46, up 4.89% for the month and −7.63% over the trailing 12 months.
- Year-to-date, MSFT is +0.79%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +12.52% versus its 200-day moving average ($433.22), a bullish technical signal.
- Over the past three years, MSFT has underperformed the S&P 500 by −23.57%, with a relative strength index reading of 86.5.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Microsoft ended August 2026 at $487.46, posting a monthly return of +4.89%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +1.85%.
The current quarter stands at +23.73% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +12.52% versus the 200-day moving average ($433.22).
Year-to-date, MSFT is +0.79% against SPY +12.89%, a gap of −12.09%. The stock is currently −11.97% below its 52-week high, with maximum 3-year drawdown at −34.91%.
| Period | MSFT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.09% | −0.20% | −0.89% |
| 1 Week | +23.93% | +3.90% | +20.02% |
| 1 Month | +4.89% | +3.05% | +1.85% |
| 3 Months | +19.54% | +7.11% | +12.43% |
| 6 Months | +15.14% | +10.70% | +4.44% |
| YTD | +0.79% | +12.89% | −12.09% |
| 12 Months | −7.63% | +22.58% | −30.22% |
| 3 Years | +48.72% | +72.29% | −23.57% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +22.03% |
| #2 | Nov 2023 | +11.51% |
| #3 | Apr 2026 | +9.28% |
| #4 | May 2026 | +9.07% |
| #5 | Jun 2025 | +8.81% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −19.79% |
| #2 | Jan 2026 | −11.17% |
| #3 | Feb 2026 | −8.72% |
| #4 | Apr 2024 | −8.17% |
| #5 | Jul 2024 | −6.76% |
| Quarter | Return |
|---|---|
| Q2 2025 | +22.58% |
| Q3 2025 | +5.33% |
| Q4 2025 | −5.73% |
| Q1 2026 | −23.59% |
| Q2 2026 | −4.40% |
| Q3 2026 (QTD) | +23.73% |
| Year | Return |
|---|---|
| 2023 | +55.16% |
| 2024 | +9.29% |
| 2025 | +7.77% |
| 2026 | −9.62% |
| Metric | Value |
|---|---|
| 52-Week High | $553.72 (2025-10-28) |
| 52-Week Low | $349.20 (2026-06-25) |
| Current Price | $487.46 |
| 200-Day Moving Average | $433.22 |
| Price vs 200DMA | +12.52% |
| 3-Year Maximum Drawdown | −34.91% (2026-06-25) |
| Current Drawdown from 52W High | −11.97% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.5 |
| 3-Year Excess Return vs S&P 500 | −23.57% |
| RS Peak | 115.9 (Aug 2025) |
| RS Trough | 65.6 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MSFT's return for this report period?
MSFT returned +4.89% in the latest monthly window ending 2026-08-05.
Has MSFT outperformed SPY year to date?
YTD MSFT: +0.79% vs SPY: +12.89%.
What is MSFT's 12-month return?
−7.63% over the trailing 12 months.
Is MSFT above or below its 200-day moving average?
Price is +12.52% versus 200DMA ($433.22).
What is the maximum drawdown in the 3-year window?
−34.91% on 2026-06-25.