+63.7%
SPG vs EXEL
+378.5%
-314.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.6% |
| 7D | -1.7% | -0.3% | -1.3% | -1.6% |
| 30D | -6.3% | +10.1% | -16.4% | -7.5% |
| 3M | -2.4% | +10.1% | -12.5% | -3.8% |
| 6M | +9.6% | +37.7% | -28.0% | +4.8% |
| YTD | +14.2% | +33.1% | -18.9% | +9.5% |
| 1Y | +19.3% | +52.4% | -33.1% | +12.0% |
| 3Y | +106.7% | +163.8% | -57.1% | +77.4% |
| 5Y | +104.2% | +198.5% | -94.3% | +70.3% |
| 10Y | +63.7% | +386.9% | -323.2% | +29.2% |
| All | +63.7% | +378.5% | -314.8% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling