+5,256.9%
SPG vs TECH
+10,599.0%
-5,342.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -6.8% | +0.7% | -7.5% | -6.9% |
| 3M | +2.7% | +36.3% | -33.7% | -2.6% |
| 6M | +5.5% | +25.6% | -20.1% | +0.6% |
| YTD | +15.7% | +23.7% | -8.0% | +10.4% |
| 1Y | +20.9% | +37.6% | -16.8% | +12.9% |
| 3Y | +112.4% | -6.6% | +119.0% | +107.6% |
| 5Y | +101.4% | -42.2% | +143.6% | +109.1% |
| 10Y | +60.6% | +187.6% | -126.9% | +31.4% |
| All | +5,256.9% | +10,599.0% | -5,342.1% | +3,232.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling