+109.5%
SPG vs TECH
+187.7%
-78.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | +3.1% | +0.2% | +2.9% | +3.1% |
| 30D | +16.4% | +0.5% | +15.9% | +16.3% |
| 3M | +7.1% | +1.0% | +6.1% | +6.8% |
| 6M | +16.1% | +54.1% | -38.0% | +3.6% |
| YTD | +30.4% | +24.4% | +6.1% | +20.9% |
| 1Y | +33.0% | +19.3% | +13.7% | +24.5% |
| 3Y | +134.6% | +28.5% | +106.1% | +107.1% |
| 5Y | +84.9% | -41.0% | +125.9% | +96.4% |
| All | +109.5% | +187.7% | -78.2% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling