+78.0%
SPG vs TECH
-40.1%
+118.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +4.9% | +0.2% | +4.7% | +4.9% |
| 30D | +15.6% | +0.3% | +15.3% | +15.5% |
| 3M | +4.1% | +1.3% | +2.7% | +3.7% |
| 6M | +13.6% | +54.0% | -40.4% | +1.1% |
| YTD | +27.5% | +24.3% | +3.3% | +18.2% |
| 1Y | +32.2% | +25.8% | +6.4% | +21.9% |
| 3Y | +126.0% | +26.0% | +100.0% | +97.9% |
| All | +78.0% | -40.1% | +118.1% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling